As CEO and founding partner, Shawn draws on his wealth of financial services experience, understanding of the industry landscape, and forward-thinking perspective to help drive Tall Oak’s wealth, investment, and business advisory growth. His ability to inspire ‘non-obvious’ thinking, connecting the seemingly unconnected, coupled with his entrepreneurial mindset has transformed Tall Oak into a differentiated business that centers on helping clients navigate life’s financial complexities.

Shawn is a seasoned investor and a registered Portfolio Manager. He devotes part of his time to researching and analyzing the global investing landscape, seeking out sustainable long-term growth opportunities to help investors pursue long-term investment success. Shawn actively works with professionals, entrepreneurs, and affluent families providing integrated strategic financial planning and investment advice.

Prior to founding Tall Oak, Shawn has a breadth of experience. He’s held a regulatory role at the Ontario Securities Commission and has held positions at some of Canada’s largest investment and insurance companies including AGF Funds and London Life.

Outside of work, Shawn is passionate about giving back to the community by supporting many local charities, including The Thames Valley Children’s Centre, The London Health Sciences Foundation, & The Children’s Health Foundation.