Back to Top

About Us

As a professional financial advisor, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.

Laurence Shepley

Wealth and Investment Specialist

Planning for the FUTURE starts NOW

Laurence offers comprehensive financial planning and provides a wide range of products and services to meet personal needs. His Clients include business owners and individual investors who are just starting on their path to financial independence, as well as those with well established portfolios.

He also specializes in serving the needs of retirees who are seeking solutions to the more complex financial issues facing the mature Canadian investor.

Laurence prides himself on long-standing relationships with his clients based on trust, knowledge and confidence. Together we will develop a financial plan tailored to your needs and goals. This will ensure that your financial plan has the flexibility to grow with you. His goal is to build your assets for increased security and peace of mind.

Laurence's Commitment to you:

  • Serve you with integrity and professionalism
  • Develop Financial plans customized to your specific needs and objectives
  • Maintain superior levels of skill and expertise through continuous education
  • Continually and consistently provide you with a wide range of the industry’s finest products and services

Matthew Shanks, CFP®

Certified Financial Planner

I provide independent financial advice to ensure that every investment funds portfolio review for a client is based on unbiased research.

I value a client's trust above everything else and once a client makes a decision to work with me, I continually work hard to deserve their trust.

My primary goal is to ensure that all key aspects of each client's financial needs analysis are addressed in a manner consistent with personalized financial service practices.

Combined with my dedication to my clients, my experience in offering financial advice allows me to provide unparalleled expertise when helping my clients to build their wealth while minimizing their taxes.

Matthew's credentials include:

  • Certified Financial Planner® professional
  • Ontario Graduate Certificate in Financial Planning from Humber College
  • Bachelor of Arts Degree from Brock University
  • Canadian Securities Course
  • Life License Qualification Program (LLQP)

Matthew's Office: (905) 874-6927
Cell: (416) 988-0462

Cindy Kennedy

Fixed-Term Deposit Specialist

I provide administrative support to all of our clients. Whether you need help tracking down a tax form, completing an application form, or need an update on a pending transaction I can assist you.

I love my job because I am helping to make our clients' lives easier and I love seeing our clients succeed not just in their financial lives but also in their personal life goals too.

My primary role is to assist our team to ensure that each of our clients' financial questions and needs are addressed in the most timely manner possible.

To book an appointment with our team to discuss your financial strategy, please contact us at: (905) 455-0888.