Shawn Keel CFA, DMS
Investment Advisor, Derivatives Specialist
Shawn joined Affinity Securities in January 2011 bringing more than 14 years of experience in wealth management and financial planning to his role. Shawn’s experience includes a senior position within the investment management and planning services division of a major Canadian Insurance company as well as two major Canadian banks.
Shawn has earned his Bachelor of Commerce degree in Finance and Economics from Saint Mary’s University. A commitment to education, Shawn has earned his Canadian Investment Manager designation in 2002, Chartered Financial Analyst designation in 2006, Certified Financial Planner designation in 2007 and Financial Management Advisor in 2008. Shawn maintains active membership in the CFA Institute, the Financial Planners Standards Council and The Association for Accountants and Financial Professionals in Business.
Shawn provides investment strategies that are continually reviewed to reflect changes in the client circumstances and to maintain the appropriate balance between income and growth needs. As a derivatives specialist he is able to use options to manage risk and still have potential for growth. The investment process includes the design of an investment policy statement, monitoring and adjustment of portfolio mix to ensure the clients desired goals are attained. With Shawn’s experience and his access to a team of experts, he is able to meet his client’s diverse needs.
You can call Shawn at (902)476-5335
Investments are provided through Worldsource Securities Inc., Member of the Canadian Investor Protection Fund, Member of the Investment Industry Regulatory Organization of Canada and sponsoring investment dealer of Affinity Securities.
You can check the registration status of your Advisor at IIROC AdvisorReport
* Tax advice, risk management and other advisory services including insurance solutions are provided as part of a comprehensive financial plan through Affinity Financial Group Please visit www.affinityfg.com for further information.