Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into results takes acumen, hard work, discipline and strategic financial planning.

When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best address those needs is the next.

As your Wealth Management Advisor, Shannon Ouellette will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future.

Our goal is to provide confidence, clarity, and conviction about your financial decisions.

Investment Philosophy

Shannon believes in a disciplined investment approach with a long-term perspective based on diversification across broad asset classes and a long-term view of markets and performance. Some highlights from Shannon's investment philosophy:

Create a financial plan consistent with each client's unique risk tolerance, time horizon and goals
Determine a diversification strategy using asset allocation analysis
Use professionally-selected, quality investments designed to match the client's asset allocation strategy
Rebalance the portfolio periodically to remove emotion from decision making

Mission

Shannon follows a unique financial security planning process which takes a comprehensive view of your financial situation and goals, as well as your family values and aspirations. For it to be meaningful, your financial plan must have a firm foundation in your beliefs and core values.