Invaluable member of Kevin Filan Group Tailored Wealth Solutions, for over a decade, Shannon is the go-to resource for regulatory and compliance matters. Passionate about providing a superior client experience, Shannon believes in the importance of truly getting to know the clients, and their evolving circumstances.
During her time at Kevin Filan Group, Shannon has collaborated on the Training Process Project, has been a “Branch Champion” (onboarding a new acquisition/branch), and served as Regional Representative and National Delegate on the Investment Associates Advisory Council (I.A.A.C.).
Shannon takes pride in her family, and in her desire to continuously develop self-knowledge within the investment industry. Shannon has been a volunteer liaison, with Free the Children, and has assisted by building awareness, and speaking on the charity’s behalf, at public schools, and at the National Bank of Canada ().
For over 20 years, Kevin’s successful wealth management practice has provided trusted advice for Calgarians, and clients across the globe. Kevin believes that an Investment Advisor should be a partner that clients can rely upon. As such, Kevin’s investment philosophy is built upon values of integrity, trust and transparency; one that aims to educate clients on how their investments with Kevin Filan Group empower them to reach their unique life goals and milestones.
In his spare time, Kevin enjoys playing golf and spending time with his wife and two young daughters. In addition, Kevin has been a compassionate supporter of the Canadian Cancer Society () and Parkinson Canada ().
In her associate investor role, Dasha will expand and deepen relationships with clients and their families by providing trusted advice to build, preserve and transfer their wealth. Dasha is passionate about empowering and engaging women in personal finance, through education, networking seminars and understanding their evolving financial needs, and concerns.
With recently earning her MBA from HEC Montreal, Dasha brings a diverse and fresh perspective to the Kevin Filan Group Tailored Wealth Solutions team. Representing Canada at the 2010 & 2014 Winter Olympics in cross-country skiing, Dasha has proven determination in whatever she tackles. In her free time, you will find Dasha coaching adult ski programs through Space Dogs Ski Club ().
At Kevin Filan Group Tailored Wealth Solutions we put our clients’ interests first. Every member of our diverse team works with a common goal in mind:
providing tailored and trusted advice to every one of our clients.
National Bank Financial is an indirect wholly-owned subsidiary of the National Bank of Canada. National Bank of Canada is a public company listed on the Toronto Stock Exchange (NA:TSX). This information was prepared by Kevin Filan Group, an Investment Advisor with National Bank Financial. The particulars contained herein were obtained from sources that we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed are based on our analysis and interpretation of these particulars and are not to be construed as a solicitation or offer to buy or sell any securities mentioned herein. National Bank Financial may act as financial advisor, fiscal agent or underwriter for certain of any companies mentioned herein and may receive remuneration for its services. National Bank Financial and/or its officers, directors, representatives, and associates may have a position in securities mentioned herein and may make purchases and/or sales of these securities from time to time in the open market or otherwise. The opinions expressed herein do not necessarily reflect those of National Bank Financial. Securities mentioned in this article are not necessarily suitable for all types of investors. Please consult your investment advisor to verify whether this security or sector is suitable for you and to obtain information, including the main risk factors. Products and services of the National Bank Financial — Wealth Management are only offered in jurisdictions where they may be lawfully offered for sale. All products and services are subject to the terms of the applicable agreement. The information in this Website is subject to change without notice. This communication does not constitute an offer or solicitation by anyone in any jurisdiction in which such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such an offer or solicitation. Prospective investors who are not resident in Canada should consult with their financial adviser to determine if these securities may lawfully be sold in their jurisdiction. The content of this site is intended only for the residents of the province or territory of Alberta, British Columbia, Ontario and Saskatchewan.
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