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).
Abby works to help individuals and families committed to a successful financial picture overcome complexity and to live financial lives on their terms, by applying actionable and trustworthy strategies.
She received a Bachelor of Commerce degree concentrating in Finance and Management from Saint Mary's University, and prior to this role was a Senior Business Development Associate at Fidelity Investments.
Abby likes to spend most of her weekends on coastal hikes such as Duncan's Cove before enjoying a glass of wine and a meal at one of her favorite sushi or Italian restaurants here in Halifax.
Abigail 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).
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.
As our receptionist and financial administrator, Kerri loves being the person you begin your journey with. Connecting over phone, email, or in person, she enjoys working efficiently and putting a smile on someone's face. Kerri understands the challenges you may be facing, and is happy to listen and help in any way she can. She's passionate about "Getting your money right!" so that you can live to your fullest.
Kerri has a Bachelor of Fine Arts from Concordia University, as well as a Business Administration Diploma from NSCC. Originally from the Valley, having also lived in Toronto and Montréal, she's excited to finally experience life in the city and make it a home.