Vice President, Investment Advisor
The Shoemaker Team
For over 10 years, we have been honoured to serve our clients, helping you realize your financial goals. Our clients have entrusted us with the management of over $100 million. We stress a long-term approach to investing and emphasize financial planning to reach your goals.
Kathy Shoemaker was trained as a professional accountant and believes in upholding the highest standards of professionalism and service. Kathy has surrounded herself with a team of highly intelligent, conscientious and caring individuals. It is natural for us to put our clients' needs first and to strive for continuous improvement in everything we do.
Our process starts with listening to your needs and gaining a clear understanding of your unique situation and goals. Using our objective perspective and financial expertise, we create your financial strategy. We determine the right balance of security and growth, freeing you to focus on the most important aspects of your life.
We provide meaningful insights; not just access to information, but valuable strategic perspective and advice that makes sense for you. Our extensive and ongoing training aids us in formulating the most effective and innovative strategies. Working with our skilled professional team who have a wealth of knowledge and experience, you are able to make the right decisions.