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

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

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 advice in which she will customize a comprehensive 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. 

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 Planner Course - 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:  Responsible Investment Association of Canada (RIA), Sumi-e Artists of Canada

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

 

Summary:

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., RIS