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 to ensure he has the expertise needed to meet his clients’ every-changing financial security 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 and aspirations should guide their financial plan. It is with this understanding, that he is able to design the plans that can help his clients prosper.
As a Certified Executor Advisor, Shawn is equipped to assist clients in both planning their estate, and in assisting one’s executor. This work includes strategies to simplify one’s estate, reduce costs and taxes and maximize the value you leave your heirs.
He and his wife Tracey are blessed with a large family and their time away from work is filled with sports, recreation and great times with family and friends.
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Insurance products, including segregated fund policies, are offered through Pankow Financial Solutions Ltd., and Jason Peterson and Barry Thompson offer mutual funds and referral arrangements through Quadrus Investment Services Ltd. Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.