Shawn holds the Chartered Financial Analyst (CFA) designation. This accreditation reflects Shawn’s commitment to attain the highest internationally recognized standards of professional competence and ethics.
As part of the Private Investment Management Group (PIMG) at Raymond James, Shawn holds the title Portfolio Manager. The portfolio manager role is reserved for advisors who have attained the highest professional standards of training and expertise in the financial industry.
Shawn immerses himself in the study of global and financial markets. He employs stringent rules to filter thousands of publicly traded companies. From the filtered list he selects the companies that would be the most suitable additions (or deletions) for his portfolios. Five separate portfolios are specifically designed to match a range of personal risk tolerances and financial circumstances. Shawn’s clients benefit from his ability to think strategically on their behalf to achieve their objectives.
Shawn’s previous industry experience includes working in a regulatory role for the Ontario Securities Commission. He has been a fixed income securities analyst for an offshore investment bank on the island of Bermuda, and he previously worked for two of Canada’s largest investment companies, AGF Funds and London Life.
Our annual Mentoring for Charity Golf Tournament was founded by Shawn as his way to give back to the community. All funds raised go to support the Thames Valley Children’s Centre.