Financial Advisor

I'm located at
Suite 101,
502 Broadway St.
Nakusp, BC

Serving Nakusp, New Denver, Kaslo & Greater Trail Areas

Ph:  250.265.5008
Email me

Shannon Glasheen
Mutual Funds Representative,
Qtrade Asset Management Inc.

Finances are something that touches every aspect of our lives, from meeting basic needs and achieving personal goals to happiness, or stress, in our relationships with our partners. In today’s fast-paced world, long term planning is often the last thing people take time to think about.  Every day, I see the positive impact an investment and retirement plan can have in people’s lives.  Identifying what’s important to you short, medium, and long term, and having a plan as to how you can get there within the resources you have can be a large relief, provide focus, and reduce a lot of the emotion that is often tied up in our finances.

I take the time to understand your needs and make your plan my priority by consolidating and simplifying your portfolio.  Taking a “big picture approach”, I coach to help you understand your investments, why you have them, and how they fit within your long-term investment or retirement plan.  As a licensed Personal Financial Planner, I am committed to continuing education, regularly attending financial workshops, seminars and conferences.

On my personal time I spend as much time as I can exploring and enjoying the beautiful mountains in our area.  I enjoy all sorts of mountain sports from hiking, and skiing, to mountain biking and kayaking. 

As a Kootenay Savings Financial Advisor, I look forward to speaking with you and working to help you realize your investment goals.

Mutual funds and related financial planning services are offered through Qtrade Asset Management (a tradename of Credential Asset Management Inc).