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Team

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 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 (www.we.org).

Senior Wealth Advisor

at National Bank Financial

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 (www.cancer.ca) and Parkinson Canada (www.parkinson.ca).

OUR TEAM
 

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 - Wealth Management (NBFWM) is a division of National Bank Financial Inc. (NBF), as well as a trademark owned by National Bank of Canada (NBC) that is used under license by NBF. NBF is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF), and is a wholly owned subsidiary of NBC, a public company listed on the Toronto Stock Exchange (TSX: NA).

 

Insurance products and services are provided by NBF Financial Services (NBFFS) or National Bank Financial Insurance Firm (NBIF). NBFFS and NBIF are not Members of the Canadian Investor Protection Fund (CIPF) and Insurance Products and Services are not protected by the CIPF.

 

NBFWM is not a tax advisor and clients should seek professional advice on tax-related matters, including their personal situation. Please note that comments included on this website are for information purposes only and are not intended to provide legal, tax or accounting advice. The comments reflect the opinion of their author only and may not reflect the views of NBFWM.

 

The particulars contained herein were obtained from sources we believe to be reliable but are not guaranteed by us and may be incomplete. The opinions expressed are based upon our analysis and interpretation of these particulars and are not to be construed as a solicitation or offer to buy or sell the securities mentioned herein.

 

This website was prepared by Kevin Filan, a Senior Wealth Advisor at NBFWM.

 

Products and services of NBFWM 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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