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.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
No credential is as widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards as the Chartered Financial Analyst designation. A charterholder not only has the technical knowledge to make investment decisions but also adopts and is held to the highest ethical standards. A comprehensive, global view and up-to-date practical skills give these investment professionals the tools and deep understanding necessary to effectively analyze the risks and rewards of a variety of investment types, enabling them to address a client’s specific investment needs.
Raymond James is not affiliated with the above organizations and/or charitable causes.