portrait of Jonathan Shaw
FINANCIAL ADVISOR

Jonathan Shaw

CFP®, CEA®, DFSA™
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.

Start here

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.

Learn More