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Trevor Shannon

1600 Carling Ave.
Suite 700
Ottawa, ON
K1Z 1B4

It is my mission to help you make well-informed decisions about your investment portfolios. I am determined to provide responsible, comprehensive and timely financial advice.

Financial planning is an individual— and sometimes— emotional process. My contribution goes beyond skilled, technical knowledge of investment planning: I can help you put it all in perspective to ensure informed decisions are made.

I understand that everyone has come from a unique series of life events. Our paths have shaped who we are and the circumstances we find ourselves in.

As a professional wealth advisor my main goal is to minimize the worry that may come with financial planning, and to give you advice to help you make positive financial choices.

Talk to me about your vision of the future and how your needs will be met. I will guide you towards financial investment choices that—no matter where the road goes— lead you and your family towards making wise decisions.

I want you to reach the goals you have set for yourself and your family. You deserve success. I welcome the opportunity to work with you as you plan for your future.