About Shannon Neely

Shannon has been a financial advisor for 25 years. His specialties include helping his clients with financial development, investment strategy, lifestyle protection and estate organization. Shannon works with all major Canadian life insurance and investment companies to give professionals and business owners the freedom of choice.

What others have said about Shannon...

"Shannon has met and surpassed our expectations of what working with a financial advisor would be like" ~ Andrew Reid and Cheryl Davison

"With Shannon as we feel assured that our financial interests and goals have been a priority in planning” ~ Lisa & Michael Friar

“It was seventeen years ago we chose Shannon to be our financial advisor. Over the years our comfort and confidence in Shannon has grown” ~ Warren and Janice Powell

The quotes above are excerpted from longer "letters of recommendation" from actual clients. To read the full version of these testimonials, click here.