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.
George Ripoll
Born and raised in Peterborough, I have worked with high net individuals and their families to provide investment management strategies for nearly a decade. This experience was acquired through an extensive and disciplined hands-on investment selection process. The investment philosophy that I utilize currently at BMO Private Wealth is heavily based on this extensive experience, and is significantly enhanced through my educational background that includes an MBA, MSc. Econ/Finance, Chartered Financial Analyst (CFA) designation, Chartered Alternative Investment Analyst (CAIA) designation, among many others. My investment approach is centred on portfolio construction with a heavy emphasis on risk management through the individual securities that our clients own, all while maximizing tax efficiency and cost effectiveness. I work closely with clients to customize portfolios that fit within the context of their financial plan and align within their goals-based investment philosophy. When I’m not analyzing graphs or predicting the next trends in the markets, I volunteer my time writing curriculum for the CFA Institute as a Practice Analyst, and I am active member of the CFA Society Toronto.
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.