437 King Street, Midland, ON L4R 3N3View on Map »
As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, we have the experience and resources to meet your needs.
Larry is the President of Georgian Shores Wealth Management Inc. He began his career in the financial services industry in 1981.
Larry is driven to build meaningful, long term, multi-generational relationships with his clients. His primary function is to meet with clients on a regular basis to gain better understanding of their financial goals. Through his processes he's able to build a plan of action to drive his clients towards accomplishing their objectives.
Larry holds his Certified Financial Planner® (CFP) designation, his Chartered Life Underwriter (CLU) designation and his Certified Health Specialist (CHS). These designations allows him to manage expectations and evolve strategies for his clients as they move through their financial lives.
Shawn has been in the financial services industry since 2007. Shawn primarily concentrates his efforts on identifying client financial needs and developing strategic investment and insurance recommendations for his clients.
He assists his clients with establishing their financial goals in order so that the investment or insurance strategies chosen truly enable each client to achieve their financial objectives.
Shawn is currently working towards obtaining his Certified Financial Planner® (CFP) designation.
When you don't find Shawn at the office you will find him either helping coach his 2 children (Brittany and Brandon) in a variety of sports or playing hockey, curling or golf himself.
Shawn and his wife Janice have been married for over 20 years and are proud to call Midland and the surrounding area their home.
Marc has over 30 years in financial services experience here in the Midland area. He originally started his career as a loan officer and then worked his way to the position of bank manager but his love for the job was always investments and working with people.
In 2003 he obtained his Certified Financial Planner designation and has been assisting his clients to meet their financial goals both before and after retirement.
Communicating with clients on their own level is important to Marc. He wants you to feel comfortable and confident with the advice you receive and the plans that are implemented. His goal is to set your mind at ease with regard to current and future cash flow needs.
When Marc is not at the office you can find him relaxing with his partner Lea out boating in Southern Georgian Bay during the summer. He plays ball hockey in spring and he enjoys curling in the winter.
Shari began her career in financial services in 1989.
Shari prides herself with providing the highest level of client service, she is the first voice you'll hear when you call the office.
While away from the office Shari enjoys time with her family, whether it be biking, fishing, horseback riding or snow shoeing in the winter… you'll always find her with a smile on her face.
Kathy is the newest member of the Georgian Shores Wealth Management team, joining us in the Fall of 2019. Her extensive background in all areas of customer service, along with the desire to help people ensures that our client's will continue to receive the same level of service that they have come to expect from our office.
