OUR TEAMInvested entrepreneurs & financial experts
We believe everyone deserves a tailor-made financial plan, one that encompasses all aspects of your life and business. Since 1992, we’ve worked with local professionals and families across Canada to achieve your full financial potential. Our highly experienced advisors help simplify complex decisions while forming a deep understanding of the lifestyle and financial future you want to create.
BUILD YOUR FINANCIAL PLAN
Our expert advisors will guide you toward your best financial life.
With an entrepreneurial mindset, Shawn works with local business owners and professionals to create holistic, personalized financial plans. He offers 26 years of experience as an independent advisor, creating well-rounded strategies that enhance all elements of his clients’ wealth. Working with industry specialists across financial disciplines, Shawn delivers customized advice that maximizes financial returns and success.
Specialty: Investments, Insurance, Estate Planning, Buy/Sell Funding, Employee Benefits and Group Retirement, Developing Retirement Income Strategies to help you relax and enjoy retirement.
• Certified Financial Planner (CFP)
• Certified Professional Consultant on Aging (CPCA)
• The Financial Advisors Association of Canada
• Financial Planning Standards Council
Associate Financial Advisor
A successful financial plan must be designed for the client’s specific situation, with their lifestyle and goals in mind. That is why Noah takes time to ensure he knows the client, the goals of the client, and then designs a plan to accomplish those goals.
Noah strives to provide the highest level of satisfaction for your finances. He is happy to assist you in creating a plan to help you fulfil your education, insurance, retirement, and investment objectives.
Connect with Noah to see how he can pair you with a financial solution to achieve your goals!
Nina joined CBA Wealth in 2011, bringing strong organizational skills and an upbeat attitude to the team. She offers extensive experience in all aspects of office administration and customer service. Her caring, compassionate personality helps clients feel welcomed as soon as they walk through the door.
SHAWN LANTZ’S CLIENTS:
There’s nothing Nadia enjoys more than collaborating—both with clients and her team members. Since joining CBA Wealth in 2017, she’s excelled in her role, bringing a keen attention-to-detail to every task. Clients appreciate her friendly, warmhearted and dedicated approach.
Strategic Partner | Accountant
Paul Ellison Professional Corporation offers tailored accounting services for individuals and businesses, guiding them in making careful financial decisions with their best interests in mind. As a Chartered Professional Accountant, full business accounting services, personal taxes, or consultation services are available as per the clients’ requirements, and Paul Ellison’s expertise guarantees top-notch service.
Paul has worked in public practice for over 20 years.
He strives to deliver exceptional service to his clients by providing the best advice and services to meet their needs. His accounting practice specializes in accounting, tax, payroll and GST for small businesses including proprietorships, partnerships and corporations. Paul believes that building strong relationships and having a solid understanding of your financial needs are the most important elements of his service.
Paul enjoys spending time with his family. He loves managing/coaching his son’s soccer teams, playing soccer, and likes spending time outdoors. Paul volunteers as the Treasurer for the Evangelical Lutheran Synod of Alberta and the Territories.