SW Financial Planning - Brandon

Shaun Woodcock is a Certified Financial Planner and has spent over 11 years in the financial services sector. Prior to completing his Certified Financial Planning designation in 2012, he attended Business Administration at ACC and specialized in Financial Services, passing with distinction in 2009. He has also successfully completed his Professional Financial Planning Course and Canadian Securities Course. Effective 2020, Shaun has obtained his license to offer his clients Life and Disability insurance solutions.

Shaun specializes in building customized financial plans for high net worth clients while providing ongoing investment advice. He has experience working with professionals, either starting out or well established in their practice, and focuses on tax reduction strategies to grow their financial wealth over the long-term.

Shaun is well known for his ability to communicate with his clients in an easy to understand manner. His main goal is to provide value to clients by having an in depth look at all financial planning disciplines. As an advisor who provides independent financial advice, Shaun can provide a variety of customized investment solutions to achieve your financial goals. His top priority is to build long term relationships with his clients and earn their trust by providing full transparency and always acting in their best interest.

In addition to investment management, Shaun also offers a Fee for Service Financial Planning arrangement to those clients who prefer to manage their own investment portfolio but seek the advice of a Certified Financial Planner for their other financial decisions.

Outside of work, you are most likely to see Shaun in a curling rink, golf course, or baseball diamond as he enjoys staying active in his local community.