Shaun Heslegrave Cfp®
About Shaun Heslegrave Cfp®
Shaun Heslegrave, CFP®, is an Associate Consultant at Fox Revett & Associates Private Wealth Management, where he specializes in financial planning for families, executives, and small business owners. With extensive experience in various financial planning areas, he employs advanced software to assist clients in making informed decisions.
Work at Fox Revett & Associates Private Wealth Management
Shaun Heslegrave serves as an Associate Consultant at Fox Revett & Associates Private Wealth Management. He has been with the firm since its inception, contributing to a team that possesses over 50 years of combined experience in the financial planning sector. His role involves utilizing industry-leading software to model financial scenarios, which aids clients in making informed decisions regarding their financial futures.
Previous Experience at Investors Group Financial Services Inc.
Shaun Heslegrave worked at Investors Group Financial Services Inc. as a Consultant from 2004 to 2008. During his four years with the company, he gained valuable experience in financial consulting, which laid the foundation for his current role in private wealth management.
Education and Certifications
Shaun Heslegrave holds a Bachelor's Degree in Psychology from York University, where he studied from 2001 to 2003. He also attended the University of Windsor, studying Psychology from 1998 to 2001. In addition to his academic background, he has achieved several professional certifications, including the FPSC Level 1™ Certificant in Financial Planning and Services in 2014, and the CFP® Designation in 2015. He also completed the Canadian Securities Course through the Canadian Securities Institute.
Involvement with BNI
Shaun Heslegrave was actively involved with BNI in Aurora, serving in various leadership roles. He was a Chapter Member from 2011 to 2015 and held the positions of Vice President and President of Team XTreme between 2013 and 2015. His participation in BNI helped him build a network of professional relationships and enhance his business acumen.
Areas of Financial Planning Expertise
Shaun Heslegrave specializes in a comprehensive range of financial planning services. His expertise includes Retirement Planning, Insurance, Investments, Estate and Trust Planning, Portfolio Management, Mortgage and Lending Solutions, and Taxation. He focuses on providing tailored financial solutions to individual families, executives, and small business owners.