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Shannon Boschy began his career in finance in 2001. He spent more than fifteen years with Canada’s largest Financial Planning firm helping clients with their investment, insurance and mortgage planning needs.
Shannon Boschy obtained his Certified Financial Planning (CFP) designation in 2007. He is a goal-based financial advisor who provides comprehensive Financial Planning services to successful professionals and business owners.
He has specific expertise helping US Citizens navigate complexities related to building wealth in Canada such as PFIC, FBAR and FATCA issues. He is also completing advanced designations in Business Succession and Intergenerational Wealth-Transition planning.
He advises clients concerned about conscious investing and personal impact investing, sometimes branded as ESG (Environmental, Sustainable, Governance) and SRI (Socially Responsible) investing strategies.
Have a question or want to discuss your portfolio? Send Shannon a message and he will respond to you shortly!