Shannon Lerner

Insurance Advisor
Investment Representative

Let's map a route together.

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.

Contact me today to learn more

Recent posts

4 tips for managing finances with roommates

Mar 15, 2023 - Canada Life

Housing is expensive, and you can make your money go further when you share costs. Here are some tips to help you manage household finances with roommates....

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Understanding the gender pension gap

Mar 08, 2023 - Canada Life

The gender pension gap means that women are at an increased risk of living in poverty in old age...

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February 2023 market update

Mar 07, 2023 - Canada Life Investment Management Ltd.

Central banks continue the fight against inflation...

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