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Wednesday, June 16, 2021
SHANNON MCMANNIS, CFP® Founder & CEO Certified Financial Planner®
Life happens, and I'm no stranger to facing and overcoming its challenges. Growing up on social assistance in geared-to-income housing, I know first-hand how hard one must work to earn an honest living. I discovered very quickly how to work smarter and how to change the script. I learned how to save efficiently and push my income further, acting strategically to propel my own success.
As a Certified Financial Planner, I help you plan for when life happens. The cornerstone of my work is the strong personalized relationships that I have developed over the years with my clients. One of my favourite things is having a front-row seat to my clients' successes, watching them accomplish big life goals.
My first-hand knowledge and experience, along with my continuous education, enable me to help my clients with more than just investing. I take a step back to see the big picture for each individual. Financial health is always intertwined with physical, emotional and mental well-being, and there is no one-size-fits-all institutional approach for each person's unique needs.
I did not walk my own journey alone. Many people helped me along the way, and that is why I am so passionate about helping others succeed. I've become involved in many local initiatives, because the concept of giving back to the community is at my core. I founded The Power of the Purse, a speaker series designed to help other women achieve financial stability and freedom. From there, I created Ladies Who Lead, a network of local professional women who have come together with four goals: Building Business, Building Self, Building Relationships and Building Community.
We are all unique, with different objectives and priorities. My goal is to help you feel confident and secure about your own tomorrow, while enjoying all that life has to offer today!