Mutual Fund Advisor Assistant - Manulife Securities Investment Services Inc.
Marketing Assistant - McNamee & Associates Financial Services Ltd.
Shantel was born and raised in Toronto, Ontario—eventually moving east to start her family in 2007.
After graduating from Seneca College with an advanced International Business Administration diploma, Shantel started her career with TD Bank Group—moving between the banking and insurance sectors during her tenure with the company. Realizing her affinity for wealth management and desire to address client’s individual financial goals while looking at financial well-being on a holistic level, Shantel sought out a role where exposure to this would be possible. In joining Assante Wealth Management Shantel had the opportunity to learn more about wealth planning and build upon her knowledge of the financial industry in the capacity of Executive Administrative Assistant. With the progression of Shantel’s career, becoming licensed would ultimately mean outgrowing her role at Assante, which was in perfect timing as we said “happy retirement” to our long-time Marketing Assistant Wendy Adcock.
Shantel joined McNamee & Associates in April 2018 as a Marketing Assistant and shortly thereafter, successfully completed the Investment Funds in Canada course.
As a wife, mother and career woman, Shantel is dedicated to continual self-improvement as well as keeping work and home life balanced. When she is not focusing on career aspirations, Shantel is busy with family and extra-curricular activities.
In her spare time, Shantel enjoys social gatherings, outdoor activities and the arts.