Pankow Financial Team
Shawn Pankow, CFP, CLU
Shawn believes it is a personal touch, an ongoing commitment to his clients’ financial success and an independent and objective approach to financial planning and investment management that has helped forge long-term relationships with is clients.
Shawn started his financial services career with London Life in 1989 and has had a long-standing commitment to professional development since. He has been a Certified Financial Planning Professional since 1999; the same year he received his Chartered Life Underwriter Designation. He added his Chartered Health Specialist designation in 2016 in an effort to ensure he continues to grow his knowledge, and the expertise needed to meet the ever-changing complexity of his clients’ needs.
Shawn’s priority is finding the right financial solutions and strategies to help his clients meet their lifetime financial security, retirement planning and estate planning objectives.
Shawn believes that every client’s dreams, aspirations, goals and priorities form the foundation of their financial plan. It is with this understanding, that he is able to design the plans that can help his clients prosper.
Shawn has been very active in his community, serving on the Board of Directors of the Smiths Falls Community Hospital Foundation for more than ten years, and is currently enjoying his second term on Smiths Falls Town Council.
He and Tracey are active with many organizations in their community and can be found every Thursday night each summer operating Movies Under the Stars in Centennial Park in Smiths Falls. Blessed with a large family, their time away from work is filled with sports, recreation and great times with family and friends.