About Us
At Shaen Wealth Management Ltd., we simplify your life by meeting all of your wealth management needs in one place.
As your financial advisor, we put all the pieces together to provide you with the big picture - an overall perspective that integrates all aspects of your situation. Together, we will review and evaluate your current financial affairs to formulate a plan that encompasses your entire financial well-being from investments and insurance, to tax reduction strategies and estate planning to your personal and family wealth.
Call us to discuss
- TFSAs, RRSPs, RESPs, RDSPs, Non-Registered Investment Accounts
- Life, disability, critical illness insurance
- Investment management
- Tax and estate planning
- Corporate investment accounts
- Pension and group benefits
- Mortgage and debt management
- And more
Our Process
At Shaen Wealth Management Ltd., our goal is to help you identify your needs and implement and a sound plan that allows you to reach your financial and personal goals. We believe in our process that has allowed countless clients to feel confident and excited about their financial future.
Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with Permission. Insurance products, including segregated fund policies are offered through Shaen Wealth Management and Investment Representatives Kyle Shaen and Matthew Mustapic offer mutual funds and referral arrangements through Quadrus Investment Services Ltd.