Shannon Neely Financial


Every person's financial situation is unique, which is why I offer solutions that are tailor-made to suit your specific needs and priorities. The following list will help you identify any areas of concern when it comes to financial planning.

  • Financial Development

    • Designing a financial plan

    • Wealth accumulation

    • Debt restructuring

    • Better rates of return

    • Asset growth strategy

    • Developing more wealth

  • Investment Strategy

    • Investment planning

    • Maximizing tax deferral

    • Maximizing growth

    • Balancing investment risk

    • Asset allocation strategy

    • Wealth development

  • Lifestyle Protection

    • Income protection

    • Disability income

    • Life insurance planning

    • Retirement planning

    • Long-term care insurance

    • Critical illness coverage

  • Estate Organization

    • Beneficiary arrangements

    • Estate planning

    • Estate distribution

    • Survivor benefits

    • Transfer strategy

    • Tax considerations

Check out the video below...

If you would like to discuss any of the financial topics listed, please feel free to get in touch with me by filling in your details in the form on this page or call me on 613-849-6777