Director, Private Client Services
Direct Phone: (416) 847-1767 ex 510
Shannon is the Director of Private Client Services at Aventine. She serves investors by working closely with the Portfolio Managers to provide effective communication of the firm’s investment strategies while managing incoming inquiries and new client onboarding. Shannon is also responsible for Aventine’s marketing initiatives.
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 a Bachelor of Commerce degree from the University of Guelph and an advanced diploma in Accounting. She has completed the Canadian Securities Course (CSC) as well as the Conduct and Practices Handbook (CPH), and is currently a Level 1 Candidate in the Chartered Financial Analyst (CFA) program.