About Us
Insurance Products Available
Insurance Products Available
Insurance Products Available
Life Insurance - Disability Insurance - Critical Illness Insurance - Health Insurance - Group Insurance
Investment Products
Insurance Products Available
Insurance Products Available
Investment Funds - GICs - Segregated Funds - Investment and Wealth Management
Services Provided
Insurance Products Available
Services Provided
Investment and Wealth Management - Estate Planning - Executor Assistance - Financial Planning - Retirement Planning - Risk Management
Shawn J. Pankow, CFP, CLU, CEA
Shawn J. Pankow, a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Certified Executor Advisor (CEA), with over 35 years of experience.
He brings a holistic approach to financial planning that is deeply rooted in understanding each client's unique needs and goals.
With a commitment to delivering results-driven strategies, Shawn integrates comprehensive financial analysis with personalized advice, ensuring that clients achieve their financial aspirations while safeguarding their long-term financial health.
His expertise spans investment planning, risk management, estate planning, and tax optimization, all aimed at building robust financial frameworks that empower clients to navigate life's financial challenges with confidence and clarity.