Senior Wealth Associate
B.A. Law & Society
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 new acquisition/branches), has served as Regional Representative and National Delegate on the Investment Associates Advisory Council (I.A.A.C.), and has achieved the NBFWM Elite Club status.
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 (www.we.org).
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