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As a Certified Financial Planner®, 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.
Formed by Greg Shaw CFP CPCA, we are a small firm specializing in offering comprehensive financial planning services.
We designed the R.E.S.T. Easy Planning™ program to give our clients the peace of mind that comes from having an organized, goal oriented written financial plan. R.E.S.T. Easy Planning™ consists of three components:
Starting with a major national trust company, Greg entered the new field of financial planning in 1985. He felt that everyone, not just the wealthy, needed an array of financial and investment choices coupled with competent financial advice to help them achieve their goals.
A member of the Financial Planner Standards Council of Canada, The Canadian Academy of Senior Advisors and the Peterborough Estate Planning Council, Greg is committed to ongoing education and development.
Greg has built and developed Shaw Financial Services to ensure his clients can accomplish their own unique version of financial success.
Mutual Funds provided through FundEX Investments Inc.
I provide administrative support to all our of 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 live but also in their personal life goals too.
My primary role is to assisting Greg in ensuring that each of our clients' financial questions and needs are addressed in the most timely manner possible.
To book an appointment with Greg to discuss your financial strategy, please contact me at: (705) 742-1776.