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Wealth Creation

Wealth Creation

Working to together to construct and implement your investment portfolio.

Wealth Management

Wealth Management

Protection against financial risk, plus advanced investment vehicles.

Wealth Preservation

Wealth Preservation

Representing many of Canada's Top Rated Insurance Companies we can customize what is best for you.

Business Solutions

Business Solutions

Mitigating risk for business owners. Employee retirement and benefits.

About Joanne L. Shaw, B.A., CFP, RIS

Joanne Shaw is a Certified Financial Planner with Canfin Financial Group.  She specializes in helping families to reach their financial goals, over the long-term, through comprehensive financial planning and strategic investment counseling.

Following the achievement of the CFP – Certified Financial Planning designation, Joanne has focused her efforts in dealing with families on a multi-generational basis. Most clients are in the baby boomer generation, but she also deals with their children and parents. This includes young couples starting out and working towards their first home or recently having their first child.  The needs of young couples differ greatly from that of the “soon-to-be” retired.  It is therefore important to approach these life situations differently.  It is this challenge of working with the different needs of individuals that offers a constant excitement to the work that Joanne does.

Joanne offers a consultative approach to financial planning in which she will customize a comprehensive financial plan to suit your needs. This may involve projections in terms of buying or selling a property or determining when you can retire. You may simply like to have an analysis of your current investments as a second opinion. A complete letter of engagement outlining the process, the deliverables, and the projected total costs are signed at the beginning of an engagement should you wish to have a fee for service plan done.

Upon completion of your financial plan, a letter of completion is also signed to indicate that the project has been delivered to your satisfaction. Having recently achieved the RIS (Responsible Investment Specialist) designation, Joanne is pleased to be able to evaluate your portfolio in terms of investing in companies that work towards a sustainable world. 

Responsible investing and Impact investing mean that you can not only make excellent returns on your investments, but you are also supporting Environmental, Social, and Governance analytics in investing. This makes for a better world and makes your money work for not only you but for the good of the planet and all her people.

 

Education:

  • Responsible Investment Specialist (RIS) – RIA Canada
  • Certified Financial Planners Certification (CFP) - CIFP
  • Insurance License Level I & II, LSIF license, - FSCO
  • Mutual Funds License – IFIC
  • York University - HON. B.A. Psychology
  • RYERSON - Biochemistry Diploma

 

Other Interests

  • Author:  Financial Self Defence for Canadian Women, Polly Pennywise takes a Vacation, and Financial Self Defence for New Canadians – all on Amazon
  • Certified Reiki Master (7th Grand Master) - Dr. Usui and Karuna Methods
  • Certified Yoga Teacher (Instructor of Yoga) - Sheridan College
  • Black belt in Go-Ju Ryu Karate, Senior student of Tai Chi,

Member:  Canadian Institute of Financial Planners (CIFP), Responsible Investment Association of Canada (RIA), Sumi-e Artists of Canada

Languages: English and ASL-American Sign Language for the Deaf

 

Summary:

As a Certified Financial Planner (CFP) I take a holistic approach to financial planning.  I offer a consultative approach that will move clients towards their financial goals.  I am pleased to offer investment solutions that also support a sustainable world.  I offer an initial free 1/2-hour consultation for anyone seeking a second opinion or anyone in need of financial knowledge.  I look forward to an opportunity of partnering with you to help you to achieve your financial and therefore your life goals.

Joanne L. Shaw B.A., CFP, RIS