Meet The Team
Leadership
Senior Investment Advisor
Senior Portfolio Manager
CFP®
CIWM
FCSI®
Shaun has been in the industry since 1986 and at TD Wealth since 1997, where he has become a Senior Portfolio Manager and Senior Investment Advisor.
Within Rickerby Wealth Group, he provides comprehensive services, specializing in the development of clear retirement income plans with a thorough review process.
Shaun has an extensive education in the financial field and has come to be known not only as an industry-leading advisor, but also as an educator in both formal and one-to-one client settings. From the Canadian Securities Institute, he has attained the designations Certified Financial Planner, Canadian Investment Manager and Fellow of the Canadian Securities Institute, and has previously taught the Canadian Securities Course for 11 years. This experience, along with his accreditation as both Investment Advisor and Portfolio Manager, enables him to communicate and implement unique investment strategies designed for retirement.
Shaun works to provide his clients with a better perspective on retirement. Outside of work, Shaun likes to golf, is an avid automobile enthusiast, and enjoys travelling with his wife, Gita. He has three adult children.
Shaun has been a volunteer with: •Junior Achievement Company program •Dollars and Sense program •Richmond Disability Society •Habitat for Humanity | Shaun has been a participant and guest speaker with: •Advocus AGM •Canadian Cancer Society’s 400km Ride 2 Survive
Associates
Client Service Associate
Client Service Associate
Joanne has been in the financial services industry for over 20 years, and joined TD Wealth in 2009 after holding positions within a major Canadian financial institution and its predecessor firms. An outstanding communicator, Joanne helps to keep clients informed. She is committed to providing clients with a high level of service to help ensure they meet their financial goals and investment goals.
She acquired her financial service credentials from the Canadian Securities Institute and attended Simon Fraser University. In her spare time, Joanne enjoys Pilates, watching sports and spending time with her husband and two children.
Associate Investment Advisor
Associate Investment Advisor
Shamus joined the team in November 2019 and has embarked on the long journey of completing his accreditations. Previously Shamus had become a Red Seal plumber but when the opportunity developed to join the financial service industry by way of joining his Dad's practice, switching professions was an easy decision to make.
Shamus has two boys. He lives in South Surrey and enjoys pastimes that include most sports but particularly golf.
Additional TD Specialists
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Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
