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KELLY R.H. SHANNON    Vice President & Investment Advisor

 I joined the firm in 1994 after graduating from the University of Lethbridge with degrees in Finance and Marketing. I have continued to enhance my financial knowledge throughout my career, first by becoming registered to trade options, obtaining my Certified Investment Manager (CIM) designation, then becoming accepted as a Fellow of the Canadian Securities Institute (FCSI). I am also a licensed life insurance agent.

As an investment professional, I can help you determine and achieve your financial goals. I understand the needs of discerning investors whose primary objective is wealth creation and a secure retirement. I will work closely with you to develop and manage a portfolio that meets your goals while respecting your risk preferences.

During my leisure time I enjoy many activities, including golf, hockey, traveling and spending time with my family.

Financial Solutions Designed For You

As your Investment Advisor, I am focused on providing comprehensive financial and investment solutions designed specifically for you. The first step is to gain an understanding of your personal financial needs and goals. From there, I work in close consultation with you, using sophisticated investment tools to create a strategy which brings together all the elements you need to achieve your financial goals. Depending on your individual needs, this could include everything from investments and insurance to retirement, tax and estate planning.

I will put your plan into action by recommending the specific investment products and financial strategies best suited for your situation. When required, I will provide you with access to the vast resources of RBC Financial Group - so that you get the specialized expertise you need, when you need it. This includes all your banking needs, such as mortgages, loans and lines of credit. Through RBC Financial Group, I will be able to provide you with access to specialists who can help you with your financial planning, estate planning and international tax planning.

I Take A Personal Approach Based On Trust

I am building my business through referrals from other professionals and satisfied clients. Trust, confidentiality and integrity are cornerstones of my practice - my commitment to every client. My clients value my caring and personal approach. They know that they can rely on my expertise and professionalism no matter what their financial needs.

I am focused on:

-   Earning your trust by acting with honesty, integrity and in your best interests at all times

-   Providing peace of mind by offering a consistently high level of ongoing professional money management guidance

-   Balancing higher real rates of return and growth with an acceptable risk/reward ratio using a wide range of investment choices

-   Working with you as your full-time, personal financial partner

It All Starts With You

My commitment to you starts with the first meeting. Through an in-depth discussion, I will determine your personal financial goals and needs. After this initial consultation, I will create an investment plan designed to meet your specific objectives. Of course, your personal situation will change over time. As a result, your investment plan will be continuously monitored and regularly reviewed to ensure it is always up to date.

Determining Your Unique Financial Goals Requires A Personal Approach

No matter what type of portfolio you require, I will work with you to tailor a plan specifically designed for you.

-   Plan for growth: For busy investors , with an active career to manage, I can produce a customized portfolio that maximizes performance of financial assets and minimizes tax liability.

-   Plan for security: For investors receiving funds from an estate or inheritance, I can tailor a program to protect the initial capital and produce a satisfying income.

-   Plan for retirement: For investors looking for RSP/RIF advice, I can create a worry-free retirement plan.

-   Plan for comfort: For experienced investors who are now ready to enjoy the rewards of success, I assist in administering your portfolio while generating income to support your lifestyle.

  Providing The Full Range of

Wealth Management Services
 
INVESTMENTS FOR INCOME

-            Treasury bills and money market securities

-            Canada and provincial savings bonds

-            Guaranteed investment certificates

-            Government and corporate bonds, coupons

-            Preferred shares 

INVESTMENTS FOR GROWTH

-            Canadian and international equities

-            Mutual funds          

      -             New issues (IPO’s)
 

MONEY MANAGEMENT SERVICES

-            Portfolio management

-            Fee-based accounts

-            Portfolio analysis

SAVINGS AND TAX-REDUCING PLANS

-            Retirement savings plans (RSPs)

-            Retirement income funds (RIFs)

-            Education savings plans (ESPs)

-            Individual pension plans

INSURANCE PRODUCTS

-               Life/term annuities

-               Life insurance

-               Disability insurance

-               Estate planning

ABOUT RBC INVESTMENTS

For over a century, private investors have turned to RBC Investments to help them achieve their financial goals. Today, our advisors are entrusted with $430 billion in assets by over one million clients across Canada and worldwide. We offer all the services you need to achieve your financial goals, including investment advice, financial planning, discretionary portfolio management, trust services, insurance and private banking.