Shannon Lerner

Financial 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

Contact me today to learn more

Recent posts

September 2024 market update

Oct 08, 2024 - Canada Life

For the month ended September 30, 2024. Read our monthly update to find out what’s been moving markets....

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August 2024 market update

Sep 06, 2024 - Canada Life

For the month ended August 31, 2024...

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July 2024 market update

Aug 08, 2024 - Canada Life

For the month ended July 31, 2024. Read our monthly update to find out what’s been moving markets....

Read more