SHANNON MCMANNIS CFP™ PRESIDENT Cornerstone Capital Financial Group
A Certified Financial Planner TM, specializing in holistic wealth management strategies. She has personal and professional experience in estate planning, retirement planning, risk management as well as income property acquisition and management. Shannon ensures her clients receive and maintain a well rounded, comprehensive Financial and Life Plan that addresses their current needs and propels them toward their future goals.
Shannon’s 25 + years of experience in the financial services industry combined with her holistic approach of applying an innovative individually tailored practice to each client’s path, has led her to a highly successful and satisfied client base.
Twice named the Financial Planner of The Year, Shannon’s belief in “Giving back to the Community, is well demonstrated through her commitment to various boards and committees and fundraising efforts, past and present at both the local and provincial level.
MICHELLE MUNRO, CPA, CA, Director, Tax and Retirement Research
Michelle advises on tax issues that affect Fidelity's mutual funds and their investors. She also plays an integral role in Fidelity's research on estate and retirment planning. Michelle is a member of the Chartered Professional Accountants of Ontario. She has an interest in furthering the education of investing and women. She is also the current Co-Chair of Fidelity's Women's Leadership Group (WLG), an internal employee resource group aiming to help women grow personally and professionally.
Hosted by Shannon McMannis CFP ™
11AM TO 4PM
BRANTFORD GOLF & COUNTRY CLUB
ANNE MANSON, Vice-President, CI Investments
As Vice-President, at CI Investments, Anne Manson is responsible for creating and delivering educational and professional development programs for many different audiences. A Knowledgeable and engaging consultant, coach and facilitator, she was recently named a Woman of Influence by Wealth Professional magazine. She has over 25 years' experience in both the investment and insurance industries and has led national education programs for companies such as Assante Wealth Management and Sun Life Financial.
Cornerstone Capital Financial Group 214 Brant Avenue N3T 3H9 Brantford, Ontario
Mutual Funds provided through FundEX Investments Inc.