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About me

 

I collaborate with business owners to optimise their assets and meticulously plan their exit strategies. My primary focus centers on expertly navigating Inheritance Planning and Business Succession Planning, ensuring a seamless transfer of both wealth and power. 

 

Boasting and extensive experience from years in the banking sector, with a specialised focus on high net-worth clients, I have delivered unparalleled financial advisory services for Investment & Insurance Solutions, amassing a substantial $140 Million AUM. This experience has given me profound insights into strategic thinking, wealth management, and planning strategies employed by affluent individuals - insights that few financial consultants possess. 

 

Throughout my career, Ihave successfully guided over 700 business owners, C-suite executives, and working professionals toward financial success. My overarching objective extend beyond facilitating the acquisition of financial products; it is centered on instilling the ability to consistently make sound financial decisions, reflecting my commitment to fostering enduring financial accumen. 

Shawn

Manulife Advisory Group

Legacy Planning | Retirement Planning

2022: Court of the Table (COT)

2023: Million Dollar Round Table (MDRT)

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