As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial loses or managing your portfolio wisely, we have the experience and resources to meet your needs.
As a seasoned professional, my role is to motivate my clients to take action in their own best interests – guiding the process of sound planning and sensible decision-making in order to achieve financial security.
Each client’s needs are unique, so I ensure a high-touch, customized, unbiased approach: empowerment, investor education, and referrals to other specialists in our network – along with ongoing strategic advice. What sets my firm apart is the time and energy devoted to creating strong, lasting relationships. We’ve become a “destination,” providing a comprehensive and targeted offering that our clients have come to trust – and value.
Individuals, families and entrepreneurs are referred to us by like-minded Nova Scotians with a common goal: partnering with a trusted Advisor to make smart decisions about their future. By delegating the strategy and process of holistic wealth management to my team, our clients are able to focus on what’s important to them.
Since my financial planning career began in 1993, I’ve leveraged my considerable expertise to help clients in all aspects of their lives. In addition to insurance, investment, retirement, estate and tax planning, my CIM and PFP designations inform high-level – and effective – portfolio management strategies, risk control and financial analysis.
Shawn Christianson provides investment products and services as an agent of Aligned Capital Partners Inc. (ACPI). Aligned Capital Partners Inc. is a member of the Canadian Investor Protection Fund (www.CIPF.ca) and the Investment Industry Regulatory Organization of Canada (www.IIROC.ca).
Michelle began her career as a teacher in child care and private schools, and after many years in the education field, she took on the new challenge of working with her amazing spouse in the family business.
Michelle brings her considerable experience dealing with people in a leadership role, a very high level of organization and great attention to detail to the role of Operations Manager with Christianson Financial.
Connie brings to Christianson Financial over 35 years’ in the financial services industry. With an in-depth knowledge of lending services, deposits and investments combined with administrative excellence, Connie contributes her expertise to the Christianson Financial client experience.
With her strong work ethic and excellent client care, she will work closely with the Christianson Financial Team to assist their clients in reaching their financial goals and realizing their dreams of financial happiness.
Connie strongly believes that the well-being of all Christianson Financial clients is the foremost priority. Working closely with Shawn and his Team, she will focus her considerable knowledge and experience to ensure clients consistently receive the highest level of service and professionalism in all interactions.
After graduating with honours from the University of New Brunswick, Katie started out in the financial service industry, and has developed a breadth of knowledge and experience from the several roles that have spanned her career. Her strong sense of developing solid client relationships and helping them realize their financial security and goals, made moving into wealth management a natural progression.
As part of the team at Christianson Financial, she brings motivation, a keen work ethic, and commitment to exceptional service. She believes that by putting clients first, and building bonds based on value and trust, our clients can make their financial dreams a reality.
Jennifer brings with her many years of organizational and technical experience that allow her to support Christianson Financial in providing our high level of care and service to our clients. She graduated from the Multimedia Production program and put her knowledge to work using technology to improve organization and efficiency.
Having been acknowledged several times in her career for being a strong team member and leader, Jennifer contributes to the success of our clients reaching their financial goals with her continued team support.
She is committed to the values of Christianson Financial, our relationships with our clients and suppliers, and their continued experience with us.