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UNLOCKING THE POTENTIAL OF ALTERNATIVE ASSETS
Shannon has over 30 years of investment experience in the finance industry. She graduated from the University of Calgary with a Bachelor of Arts. Starting her career in banking in 1994 she moved to the investment industry in 2001. She works closely with the team in servicing all valued private clients of MLD. Shannon plays an integral role in the building and servicing of all client relationships, providing expert advice and guidance. With her extensive knowledge and experience, Shannon is a key member of MLD Wealth advisory team.
Shannon is available to provide advice and direction in the following areas:
• Investment Recommendations
• Investment Support / Market Data / Quotation
• Oversight & Management of New Issues / Deal Flow
Shannon graduated from the University of Calgary in 1993 and subsequently started working at the bank in 1994, then moved to the investment industry in 2001. She has completed her Canadian Securities Course, Conducts & Practices, IA Licensing Requirements and the Professional Financial Planning Course.
Shannon is married and mom to 2 boys and a yellow lab. She is actively involved in the Calgary minor hockey community and spends time volunteering with various hockey associations. In her free time, you can find her cheering on her boys on from the stands. She grew up in Fernie and when not in the hockey rink enjoys spending time in the mountains or walking her dog.