Direct Phone: (647) 697-3533
Shannon is the Head of Private Client Services at Aventine. She serves clients by working closely with the Portfolio Managers to provide effective communication of the firm’s investment strategies while managing incoming inquiries and new client on-boarding. Shannon is also responsible for Aventine’s marketing initiatives, portfolio reviews, tax statements and helps manage much of the general operations of the firm.
Prior to joining Aventine, Shannon worked for SunLife Financial where she utilized “insurance as an asset class” strategies designed to mitigate the tax impact of succession planning for high net worth individuals and families. Shannon holds a Bachelor of Commerce degree from the University of Guelph and an advanced diploma in Accounting.