HollisWealth, a division of iA Securities, Inc.
Shannon is an expert in retirement planning. She helps people develop complete plans that get them to their retirement goals. She has over ten years of experience guiding people through the transition from working to retirement. Shannon works with people to clarify their retirement plans and income needs. Next, she designs a unique retirement income projection to ensure those needs are met.
Shannon actively participates in workshops and speaks frequently on modern topics in investment and retirement planning in Edmonton and across Alberta.
Shannon holds the CERTIFIED FINANCIAL PLANNER® designation. She also holds a Bachelor of Commerce degree, with distinction, from the University of Alberta School of Business. She also holds an MBA, specialization in finance, from the University of Alberta.
HollisWealth is a trade name and a division of iA Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.® Registered trademark of iA Securities, used under license.