Shawn Purcell, BA
Senior Wealth Advisor
Shawn Purcell began his financial advisory practice in 1994. At the forefront is his Team’s Commitment of Value, driven by the unwavering dedication to service excellence he brings to each and every client relationship. Shawn believes his clients are his partners and together he helps them make the right financial decisions for themselves and their families. Acting as each client’s key wealth advisor, Shawn’s integrated wealth planning approach helps his clients plan and realize their goals towards a more secure, fulfilling and balanced life. Shawn, his wife Mojgan and son Sam live in North Vancouver. Away from the office, Shawn enjoys golf, skiing and playing hockey.
Peggy Macrae, CFP®
Peggy joined Shawn Purcell’s practice in 2009 and shares his goal of delivering service excellence to their clients. She works closely with Shawn in all aspects of the client experience. Peggy is primarily responsible for creating financial plans and retirement projections, presentation, implementation and follow up. Peggy obtained her Certified Financial Planner designation in 2012 and has been working in the industry since 2005. Peggy, her husband Steve and children Aiden and Claire, live in Delta.
Associate Financial Advisor
Associate Financial Advisor & Assistant to Shawn Purcell & Peggy Macrae
Tiana joined the Assante Wealth Management family in 2021 as assistant to Shawn Purcell and Peggy Macrae. Tiana graduated from the University of Victoria, Gustavson School of Business with a focus in finance in 2020. When she is not in the office, Tiana spends her time in the kitchen baking and making fresh pasta. Tiana is eager to grow her knowledge under the guidance of Shawn and Peggy.
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