Shelby Slyford

Investment Associate

Shelby is our protégé, she has successfully completed her Registered Retirement Consultant designation and is currently working towards her Certified Financial Planner designation. Have questions about your retirement projections? Feel welcome to reach out to her, she is happy to assist and answer any questions you may have. She is also very well versed in all aspects of client transactions, account administration, and ensures that our clients are given prompt and personal attention – when Stephanie is not available, she is there to step in.