A personalized approach is the hallmark of Shaun's work, which is building strategic financial plans tailored to clients' and their families' unique lives and goals. Holding the titles of CERTIFIED FINANCIAL PLANNER (CFP®) professional and Chartered Life Underwriter (CLU®) gives Shaun a uniquely informed perspective to provide guidance on intricate matters such as estate planning, insurance strategies, and key aspects of business planning and taxation. Getting to know clients personally and truly understand their lives and goals is critical to this process.

Shaun has been in a planning role with IG Wealth Management for two decades, and has worked within David's team at Fox-Revett & Associates since 2008. Shaun's personal commitment to continuing education is a core value in his role as Senior Financial Consultant, ensuring the team remains current with industry trends and emerging concepts to offer clients cutting-edge solutions.

During Shaun’s leisure time, he enjoys playing music (guitar and piano), watercolours, golf, soccer, and traveling. He also enjoys spending time with his Moluccan Cockatoo, Peaches and African Grey, Oliver.

Contact our team to see if the IG Private Wealth Planning Experience could enhance your retirement planning and wealth preservation strategies.

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