Our Team

Shawn is an experienced Wealth Advisor with Assante Wealth Management serving Ancaster, Brantford, and all of Southwestern Ontario. He holds a bachelor’s degree in economics and music from the University of Ottawa as well as the Personal Financial Planner designation from the Canadian Securities Institute. For more than 20 years, Shawn has been dedicated to making a difference in the lives of his clients and their families, helping them to feel their abundance. He does this by first identifying their unique goals and then by creating a plan that will help achieve them. Shawn believes that investing is an important part of a family’s financial plan — but Real Wealth is about so much more than just money. Investment portfolios should be well diversified to provide growth and income, while still allowing investors to sleep peacefully at night. Shawn helps his clients with all aspects of their financial wealth and personal legacy. This gives them the freedom and peace of mind to focus their time and energy on the most important forms of their abundance, like their family, health and wellness, spiritual connection and fulfillment, their business, and making a difference in the community and beyond. “I truly care about my clients, so I take the time to learn about my clients’ values and their unique or complex needs, and I pride myself in clearly presenting the solutions that are most suitable for them, based on my deep understanding.” When he’s not at work, Shawn loves spending time with his wife and three children, he loves to play music (specifically on the congas), he enjoys running and he is passionate about volunteering and supporting local service and charitable organizations, such as the Rotary Club and the United Way. Shawn makes himself available to meet with anyone who would like help to ensure that their money is working as hard for them as it can.

Jodi has more than seven years of experience in the Financial Services industry. She enjoys providing clients with the relevant information they need as well as planning and facilitating client communication and events. The high level of service that Jodi provides comes from her prior training and experience in the hospitality industry. Jodi’s strength and love for organization ensures that all administration is thorough, accurate and managed in the most efficient way.

Jodi feels honoured to be able to work with her husband as a team in all aspects of their lives together. Being a loving, dedicated and supportive mother and wife is one of Jodi’s primary focuses and brings her great fulfilment and joy. As a family, they enjoy going on waterfall hikes, relaxing at the beach, watching movies and playing music. Jodi also loves expressing her creativity through cooking, decorating, dancing and event-planning.