Shawn Behan
Shawn Behan is a dedicated Investment Advisor with 13 years of experience in the financial services industry. He holds an Honours Degree in Business Administration from the University of Windsor. Shawn has a strong track record of helping clients achieve their financial goals through personalized planning and trusted advice. With a client-first approach, he specializes in retirement planning, investment strategies, and wealth management. Known for his integrity, dedication, and deep understanding of financial markets, he builds long-term relationships by delivering tailored solutions that align with each client’s unique needs and aspirations.
Evan Kristensen
Evan grew up in Peterborough, where he attended Trent University and completed his Honours Bachelor of Science in mathematics and physics. It was here where he developed an interest in financial analysis, which turned into a passion for the investment industry. Evan has now been working in the financial sector for over six years. He takes a holistic approach to creating and maintaining investment plans that focus on targeted personal, professional and/or corporate needs and goals. Evan is married with two young children. He enjoys spending time outdoors with his family.
Jeff Lunn
I firmly believe that my clients’ interests are best served by taking a fully-diversified portfolio approach to investing and by following the six steps of the financial planning process. I work closely with my clients to formulate customized investment strategies designed to improve portfolio returns, while keeping risk at acceptable levels. Whether a client is conservative and income-oriented, or looking for growth, I design an investment strategy that best fits their needs.
Mandy Post
With over 20 years of experience, Mandy brings a wealth of knowledge and expertise to her role as an Investment Advisor and Associate Portfolio Manager. She is passionate about helping clients achieve their personal financial goals through tailored investment strategies and comprehensive planning solutions. Mandy believes that trust and strong relationships are the foundation of long-term success, and she ensures every client feels confident and supported throughout their financial journey.
Bill Shepherd
We have gathered a team of professionals dedicated to providing you with top tier service and advice. Shepherd Wealth Management's mandate is to ensure your long-term financial success by providing you with exceptional investment and financial planning advice and management. We are single-minded in our approach to managing your savings and understanding your goals. Through us, you can expect a steadfast commitment to quality service and most importantly a commitment to ensuring you achieve all of your financial goals.