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Shawn Long

Investment Advisor

  • Chartered Life Underwriter
  • CFP®
  • RRC®

Our discovery and wealth management approach is driven by what matters most to you

Prior to joining TD Wealth Private Investment Advice, Shawn worked as a successful Financial Consultant with one of Canada’s top Financial Planning and Wealth Management companies for almost 8yrs.

Throughout this time Shawn developed deep relationships with his clients and became well known for his ability to provide Holistic Financial Planning.  Because of Shawn’s ability to distill and explain complex strategies in a simple and easy to understand way, his clients are able to make sound financial decisions with clarity and a sense of comfort.

Being a highly analytical person, Shawn utilizes a strict multi-point discovery and planning process in order to create a highly individualized plan for each and every one of his clients.

With a strong focus on Advanced Financial Planning and Risk Management, Shawn holds both a CFP (Certified Financial Planner) and much admired Wealth Transfer and Estate Planning designation the CLU (Chartered Life Underwriter).  Shawn is also currently working towards his CIM (Chartered Investment Manager) designation, with expectations to complete in 2020.

Shawn supported by TD Specialists has in-depth experience in the following Wealth Service areas:

     • Asset Accumulation and Preservation
     • Retirement Income Planning and Liquidation Strategies
     • Estate Analysis, Planning, Preservation and Transfer
     • Insurance - (Life, Critical Illness, Disability, and Long Term Care)
     • Alternative Fixed Income strategies
     • Risk Management
     • Portfolio Management
     • Tax Planning and Minimization
     • Charitable Giving Strategies

Shawn's focus is in the Mass-Affluent and High Net Worth market segment, and many of his clients are successful professionals, high value pre-retirees and retirees in and around the Dufferin-Caledon Region.

ADDITIONAL CONTACT

Branch Office: (866) 641-2717
Branch Fax: (905) 456-1949

LANGUAGES

English

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