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.
Professional Designations
• Certified Financial Planner (CFP)• Certified Professional Consultant on Aging (CPCA)
Industry Memberships
• Advocis• The Financial Advisors Association of Canada• Financial Planning Standards Council

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 and is a key member of the team. With considerable experience in office administration and client service, she ensures the office operates efficiently and supports the delivery of a seamless client experience. Her professionalism, attention to detail, and commitment to excellence make her a valued resource for both clients and colleagues.

Since joining the firm in 2017, Nadia has become a trusted resource for both clients and colleagues through her professionalism, attention to detail, and dedication to exceptional service. With more than 10 years of experience in the financial services industry and several years in banking, she brings extensive industry knowledge and a commitment to excellence to her role at CBA Wealth. As Executive Assistant, Nadia provides comprehensive operational and administrative support across all aspects of the wealth management process, working closely with the advisory team to help ensure client strategies are implemented accurately and efficiently while maintaining the highest standards of service, organization, and regulatory compliance. Known for her warm, approachable nature and genuine commitment to helping others, she takes pride in building trusted relationships and ensuring clients feel supported and confident throughout their financial journey.

Kelly is the Co-Founder of Etc Projects, a leading national business consulting firm specialized in providing guidance and support to financial advisors and fintech companies. Kelly drives the evolution of our business processes, technology and training, helping us provide “wow” experiences for our clients every step of the way while ensuring our business remains compliant with industry regulations and laws.
Kelly has been in the financial services industry for more than 25 years, driving innovation and serving as a champion for financial advisors and the clients we serve. She is a go-to resource for teams like ours wanting to create the advisor and client experience of the future.

Matt is the Co-Founder of Etc Projects, a leading national business consulting firm specializing in providing guidance and support to financial advisors and fintech companies. Matt supports the implementation of new business processes and technology in our office and provides support to the financial analysis and planning we do alongside our clients to help you reach your goals.
Matt’s background is in marketing, communications and operations, with nearly 20 years of experience working with businesses large and small in a wide variety of industries. Over the last 5 years, alongside Kelly Gustafson, Matt has been supporting teams like ours through Etc Projects.