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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

Let us help you plan your path!

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.

Independent

We are not exclusive to any bank or fund so we come with no-strings-attached.

Involved

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.

Committed

We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!

 
 

Why should you choose us?

Pull up a chair, and let us tell you our story.

 

Our Team


Shelley Johnston

Senior Wealth Advisor, CFP®, EPC, RRC

Stephanie Ferancik

Client Care Manager

 

Spotted in the news

In our news and blog sections, we provide valuable insights into the financial world from our experts.

estate planning ipc

25 September, 2019

Estate Planning: First Steps

Whether your assets are big or small, you should have an estate plan. We broke down the what, why, and how in this e-book to help make estate planning easier to unde
Read more

money facts

3 April, 2019

MoneyFacts 2019

A quick reference guide that outlines contribution limits for RRSPs & TFSAs and more.
Read more

wealth

2 April, 2019

Wealth Transfer

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

 

Audiocasts

Listen to insights from our market specialists  

 

Shelley Featured in The Globe & Mail

Shelley Johnston, IPC Advisor from Whitby, ON, weighs in on the discussion on how investors can balance between their RRSP and TFSA investments as their personal circumstances change.
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