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As your trusted financial advisor and life coach, Shelley and The Pension Specialists team strive to provide value to you and to always being there to guide you.
Our Commitment to our Clients
Show up on Time
Do What We Say
Finish What We Start
Say Please and Thank you
Each of these four habits is based on showing respect and appreciation for other people. Many of our business principles are derived from The Strategic Coach®.
Don't just chase your dreams
Choose to work with Shelley Johnston, CFP®, EPC, RRC and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our spring board.
Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands on to optimize your investment.
We are not exclusive to any bank or fund so we come with no-strings-attached.
We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.
We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!
Pull up a chair, and let us tell you our story.
Senior Wealth Advisor, CFP®, EPC, RRC
Client Care Manager
3 April, 2019
A quick reference guide that outlines contribution limits for RRSPs & TFSAs and more. Read more
2 April, 2019
Wealth Transfer 101: The biggest inter-generational wealth transfer in Canadian history is taking place right now. Read the e-book to learn more. Read more
20 March, 2019
The Federal Government released its new budget for 2019 with various spending measures for the middle class. Our Budget Infographic provides key highlights. Read more
Listen to insights from our market specialists
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Because we are impressed with the services you and your team have provided we would definitely like to continue doing business with you. Therefore we will keep you briefed on any changes and look forward to meeting with you again to continue our discussions and further review our financial goals. This will include a more thorough review of our life insurance needs, investments and tax reduction strategies.
Michelle Landry and Mike Griffiths
Kelly and I would just like to thank you and your team for all the hard work that you put into our challenging pension situation. We certainly did not foresee all the roadblocks and obstacles that we ran across during this negotiation process and are glad that we had the Pension Specialist guidance to get us over the hump. We also appreciate the fact that you are still pursuing the excess payout that we hope to receive in 2010. Without all the dedication you personally put in as well as your team I would have been a statistic and travelled the normal route getting whatever they felt I was entitled to
Wayne Wilson