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portrait of Shayn Moritz
FINANCIAL ADVISOR

Shayn Moritz

CFP®
5860 B Beach Avenue, Peachland, BC V0H 1X7opens in a new window
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About Shayn

As a financial advisor, I want you to feel educated about your choices, in control of your decisions, and supported by the significant resources available through Edward Jones and myself.

Whether you are managing your life savings while enjoying retirement or still building your retirement dreams, by working together we will help you realize your goals. If you are managing your priorities to optimize government grants for your children or grandchildren's education, or to take advantage of income tax breaks offered by RRSPs and TFSAs to better grow your future financial freedom, I would be happy to serve as your...

Work History

  • Edward JonesMarch 2005 to Current

Team Members

  • Judy Sheppard
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(250) 767-3358

Fax

(866) 773-4352

Office Address

5860 B Beach Avenue
Peachland, BC V0H 1X7opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

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

Learn More