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.
President & Certified Financial Planner
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
Insurance Planning Specialist
Specializing in the areas of Life Insurance, Disability Insurance, Critical Illness, Health & Dental Plans.
Tammy is devoted to helping her clients protect their wealth and ability to earn an income through tailored insurance solutions. She offers 16 years of experience in the industry and works with the top Insurance Companies across Canada.
My top priority is to build relationships with my clients. Everyone’s situation is unique. By getting to know you and completing a detailed needs analysis of your situation, including the coverage that you may already have. I will research and recommend the best company and product to meet your goals and priorities.
I believe I can make your decision-making process easy and effective so that you know exactly what you are applying for and most importantly, why.
I am looking forward to the opportunity of meeting with you and completing a review to make sure you have a solid foundation in your Financial Planning objectives.
She is currently working towards her Certified Financial Planner (CFP) designation.
Patricia is a licensed advisor with 8 years of experience in the industry. Her passion is educating others on how to maximize their finances. She has worked with a variety of clients, from individuals to businesses. She believes in working closely with her clients to develop a strong relationship and deep understanding of their financial well-being. With her knowledge and a team of professionals, many clients have achieved their dreams.
- Fully Fluent in English and Cantonese (Native)
- Intermediate in Mandarin
- Professional Proficient in Chinese reading and writing.
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.
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.