Skip to main content

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.

Shawn’s unique value proposition is built upon three important guidelines; Holistic Financial Planning, Integrity, and Honesty.

ADDITIONAL CONTACT

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

LANGUAGES

English

Going beyond the financial picture

Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because  your success can’t be understood with just a set of numbers.

    REQUEST AN APPOINTMENT

    You have questions, I have answers. Let's have a quick chat.

    Market Commentary

    Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

    MoneyTalk Investing

    Cut out the noise.
    Hear what matters.
    Watch our top story now

    MoneyTalk Life

    Life: your family, money, job, home -- we help you connect the dots.

    TD Economics

    The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

    Monthly Perspectives - The Bends

    Fast and furious. These are the words that come to mind when I think of financial markets today. Just look at last year’s disorienting performance.

    Federal Budget 2019

    Putting the Middle Class in Focus

    Money Talk Life - Giving it your all and then some

    If your work is causing you stress, it may mean more than just burning the candle at both ends. It may affect your health, and the bottom line for your employer. Dr. David Posen, AKA Dr. Calm, talks about the psychology of workplace stress, and what we can do to reign in the pressure.

    Do you know someone who would benefit from my services?