Shauna Peterson
About Shauna Peterson
Shauna Peterson serves as the Division Director and Financial Consultant at Investors Group in Winnipeg, Manitoba, where she has worked since 2010. She has significantly contributed to the firm's mutual fund development, client expansion, and financial literacy initiatives.
Work at Investors Group
Shauna Peterson has served as Division Director and Financial Consultant at Investors Group since 2010. Based in Winnipeg, Manitoba, she has dedicated 14 years to the firm. In her role, she has contributed to the development of a unique family of mutual funds, enhancing the investment options available to clients. Peterson has focused on expanding the client base through personalized financial planning services, ensuring that clients receive tailored advice to meet their financial goals.
Background in Financial Services
Prior to her tenure at Investors Group, Shauna Peterson worked at RBC Dominion Securities as an Associate from 2003 to 2010. During her seven years in Toronto, Ontario, she gained valuable experience in the financial services industry, which laid the groundwork for her subsequent role at Investors Group. This background has equipped her with a comprehensive understanding of financial markets and client needs.
Financial Planning Expertise
Shauna Peterson has played a key role in integrating life and disability insurance products into the financial planning services at Investors Group. Her expertise in this area allows her to provide clients with a holistic approach to financial planning, addressing both investment and protection needs. Additionally, she has been involved in the strategic planning and implementation of Deferred Profit Sharing Plans, further enhancing the financial solutions available to her clients.
Client Education Initiatives
In her commitment to enhancing financial literacy, Shauna Peterson has participated in various initiatives aimed at educating clients. She has conducted workshops and seminars designed to improve clients' understanding of financial concepts and investment strategies. These efforts reflect her dedication to empowering clients with the knowledge necessary to make informed financial decisions.