Associate, Client Service
Direct Phone: (416) 847-1767 ex 510
Shannon is an Associate at Aventine with primary responsibility for Investor Service and Client Support. She serves investors by working closely with the Portfolio Managers to provide effective communication on the firm’s investment strategies while responding to incoming client inquiries. Shannon is also responsible for Aventine’s marketing initiatives and social media activity.
Prior to joining Aventine, Shannon worked for SunLife Financial where she utilized “insurance as an asset class” strategies designed to mitigate the tax impact of succession planning for high net worth individuals and families. Shannon holds an advanced diploma in Accounting and a Bachelor of Commerce degree from the University of Guelph. She has completed the Canadian Securities Course (CSC), as well as the Conduct and Practices Handbook (CPH), and is planning to obtain her CFA designation in the next few years.