portrait of Jonathan Shaw
FINANCIAL ADVISOR

Jonathan Shaw

CFP®, CEA®
10417 Bonaventure Drive SE, Unit C3, Calgary, AB T2J 6Y2opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement savings strategies
  • Retirement income strategies
  • Estate and legacy strategies
  • Education savings strategies
  • Business owner considerations
  • Wealth strategies

Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Traveling
  • Volunteering
  • Golfing

Team Members

  • Robyn Sproule
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(403) 225-0051

Fax

(888) 812-5516

Office Address

10417 Bonaventure Drive SE
Unit C3
Calgary, AB T2J 6Y2opens in a new window

More to explore

Find your starting point

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

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What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

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