Meet Our Team
Shawn Flick, CFP®, CIM, HBA
Associate Portfolio Manager & Financial Planner
Tel: (519) 646-2330
Shawn was born in Stratford and has lived in London since 1991. He is married to Liz, a Business Professor at Fanshawe College. They have two children - Kate and Jack - who are both active in sports. At the moment, Shawn's spare time is largely spent enjoying his kids' activities at hockey rinks, baseball diamonds, and track and field events.
Shawn guides the overall direction of the team. This includes keeping current on financial planning related topics such as changes to tax and estate laws. This also includes specific investment selection, asset allocation, and macro level investment strategy.
Shawn’s days are spent communicating with clients, conducting review meetings, updating Wealth Plans, reviewing portfolios, reading research publications, and listening to analyst conference calls.
Prior to joining BMO Nesbitt Burns in April of 2000, Shawn was a faculty member teaching Accounting at the Richard Ivey School of Business. In 1998, he worked for the National Hockey League.
Shawn holds an Honours Business Administration (HBA) degree from the Richard Ivey School of Business and a Bachelor of Arts (BA) degree in Finance and Economics from the University of Western Ontario. He is a CFP® Professional, Canadian Investment Manager (CIM), and Financial Management Advisor (FMA).
Associate Investment Advisor
Tel: (519) 646-3009
Sharon began her career in the financial services industry in 1988 with Canada Trust. Throughout her 25+ years in the industry she has gained extensive knowledge in all areas of financial management. After sixteen years and various roles in retail banking, Sharon decided to transition from her management role with TD Canada Trust to the wealth management business. She joined the BMO Nesbitt Burns office in 2007.
In addition to her years of experience as an Investment Representative with BMO Nesbitt Burns, Sharon has obtained her life and disability insurance designation, Professional Financial Planning course and is currently working on completion of her CFP® designation. Sharon is dedicated to providing the highest level of client care and exceptional service. Most recently, Sharon has taken on the role of Associate Advisor within our team.
She lives in London with her two daughters Leighton and Mackenzie.
Associate Investment Advisor
Tel: (519) 646-2020
Tric grew up in Wingham, Ontario and came to London to attend Fanshawe College and complete a Legal Assistant Diploma. She has been in the investment industry for over 24 years, starting with CIBC Wood Gundy in 1994 and joint BMO Nesbitt Burns in 2006.
Tric has completed the Canadian Securities Course, Conduct and Practices Exam,Canadian Options Course, Professional Financial Planning Course and most recently the Wealth Management Essentials Course.
She organizes our annual toy, clothing and book drive that our office donates every year to London Children’s Aid Society Christmas drive. She enjoys watching and attending various sporting events, and in her spare time, she enjoys travelling, reading, scrapbooking and spending time with her niece and nephew.