Investment Advisor & Portfolio Manager
Shawn joined Milestone in 1998 and has been instrumental in establishing and building our client relationships. He received his Certified Financial PlannerTM certification in 2002 and his Canadian Investment Manager designation in 2005. In 2008, he received the Derivatives Market Specialist designation and was also granted the Fellow of the Canadian Securities Institute designation.
CIM® | Chartered Investment Manager™ |
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.