Shannon Grouchy, CHS

Licensed Assistant

Shannon has a mandate to give you the highest level of client service by addressing your enquiries and assisting with your ongoing financial needs. He holds the Certified Health Insurance Specialist (CHS) designation which builds on his completion of the Canadian Investments Funds and Life Licence Qualification (LLQP) programs, and has several years’ experience in front-line and management client service positions.

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Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.