View more
 

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, CEA

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.

money

27 April, 2020

Money Dates 2020

This infographic highlights important deadlines, such as income tax returns and CPP and OAS benefit payment dates. Helping you to keep track of these critical dates.
Read more

rrif

23 April, 2020

Lower 2020 RRIF Withdrawals Give New Flexibility to Retirees

As part of its Economic Response Plan to the COVID-19 crisis, the federal government lowered the required minimum withdrawals from Registered Retirement Income Funds
Read more

rana

16 April, 2020

Our Perspective: The World After Coronavirus

In this three-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, discusses the world after Coronavirus. He explains that although this crisis will hu
Read more

 

Market Monitor

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.
Read full article

Contact Us

Don’t leave without giving us your number!
Get In Touch