Shawn Malvern

Exceptional client service is one of the reasons Shawn’s clients are loyal advocates and are proponents of the individual attention and relationship he provides them. He incorporates a time-tested repeatable process for financial strategies with a focus on financial literacy. His passion and specialty are equities, particularly the role stocks and ETF's play in properly diversified investment portfolios for clients who are retired or nearing retirement.

Shawn joined the office in February 2016. For the previous 7 years he built a financial advisory business from scratch with an international full-service financial institution. He feels this experience has prepared him for handling any financial concerns client’s face. More importantly, providing guidance to help them achieve their personal financial goals.

Shawn was born and raised in Stratford and makes his home here with his wife Leanne, and daughters Alli, and Faythe. He is a strong believer in volunteering and is active in the community in a number of organizations. Shawn is a former board member of the Rotary Club of Stratford, and is currently a member. He enjoys curling competitively at the Stratford Country Club, and spending time with his young family. His ties to the arts run deep having worked at the Stratford Festival for 21 years and continuing to be involved in various capacities. Shawn graduated from the University of Ottawa with a focus on politics and communications.

He welcomes the opportunity to meet with you and your family to establish a relationship, as well as to provide a complimentary financial review to understand your unique personal situation.