Shaun has been an investment advisor since 1986. He has been with TD Wealth since 1997 and is a Vice President, Portfolio Manager and Investment Advisor. In addition, Shaun is a Certified Financial Planner and is licensed for insurance products. He has his Canadian Investment Manager designation and is a Fellow of the Canadian Securities Institute. Indeed, Shaun taught the Canadian Securities Course for 11 years and feels this experience assists him in explaining financial concepts to clients in an easy to understand way.
After all these years of experience Shaun feels he has come to appreciate and understand what clients truly want and expect from the relationship with their investment advisor and Shaun has developed a service commitment and an investment philosophy that will engage a clients’ confidence for the long term. At Rickerby Wealth Group we call that "...the experience of Shaun..." and we believe it is an industry leading commitment to transparency, accountability, service, results and a holistic approach to wealth management.
Shaun is also amongst a rare group of advisors that is able to provide a portfolio managed, discretionary investment service. An increasing number of clients are finding that they would prefer to invest their time in their work, business, family or retirement interests and are happy to delegate the day-to-day investment and portfolio decision making to an experienced professional. Shaun is uniquely able to provide a truely customized portfolio, managing around a clients "legacy" portfolio holdings and relieving a client of the responsibility of monitoring their portfolio.
Shaun is married with three boys and lives in Cloverdale. Free time is spent enjoying golf, cars and exercise.