Shannon Lerner

Insurance Advisor
Investment Representative

Let's map a route together.

What I do

I work with folks to see where they are in relationship to their financial goals and map a route to where they want to go. Everyone is unique, so we tailor financial recommendations together to secure your finances today while growing wealth for financial goals and dreams.

Financial information is one of the most personal and intimate things a person can share. I honour the trust placed in me and provide a safe environment to discuss the experiences and dreams that shape how you want your future to look.

Why I do this

As a single parent, having my own financial house in order gives me confidence to dream a little bigger because I know that my needs and my children's needs will be met today and in the future. I became an advisor because I think everyone deserves that level of confidence. For me, working in financial isn't about money. It's about caring for people and what's important to them.


Book an introduction call

Let's take 15 minutes for us to get to know each other. I'll show you how I work and if there are any next steps, we can take them together.

Book with me today!


Contact me today to learn more

Recent posts

Supporting your parents financially

Mar 28, 2024 - Canada Life

It’s more common for people to support their parents financially due to a lack of retirement savings and parents outliving their savings. Combining government assistance with a financial strategy can maintain financial stability for both generations....

Read more

How to balance your career and caregiving duties 

Mar 21, 2024 - Canada Life

If you’re balancing your career and caregiving, it’s important to seek help from your employer as well as your support network at home to help you mentally, physically and financially....

Read more

How to talk with aging parents about finances

Mar 14, 2024 - Canada Life

There are several reasons why it’s important to talk with your aging parents about money. There are strategies to help make the conversations less awkward and more productive....

Read more