Our team is committed to providing you with superior wealth management to ensure your individual goals are attained.
We offer a truly integrated and sophisticated approach to wealth creation and preservation; creating tailored strategies
to fulfill your short and long-term needs.
We work with Investors Group experts in the key areas of tax and estate planning, securities, risk management,
investment lending and business succession to develop an unparalleled plan that is unique to you.
We look forward to introducing you to the benefits of our integrated approach. Whatever your needs, we will work
with you and your tax/legal advisors to achieve your personal and business investing goals.
I have been a Certified Financial Planner professional with Investors Group since 2001.
Over the years I have been working with families in my community as well as high net worth professionals and business owners, developing and implementing tailored planning solutions.
My practice is designed with a client & goals-first approach, realizing that each client’s situation is unique and always changing. I focus on helping clients preserve wealth, minimize taxes & risk, and make complex strategies simple.
My philosophy is: put people and service first. Life is rich and varied. Your financial plan should be, too.
I am a believer that while success has been attained it is important to give back by being involved in many local organizations, including coaching and developing players for the Hamilton Minor Hockey associations over the past 12 years.
Outside of the busy practice, I enjoy spending time with my wife Lisa and two sons Drake and Austin.
Shawn is an integral part of the Garofalo & Associates Private Wealth Management team. Having worked with Investors Group since 2005 and with the team since 2011, he works very closely with Chris in the creation of financial strategies, taking all the clients’ needs into consideration and putting it into one comprehensive plan.
Education and knowledge development is important to Shawn, as he received his BComm. Hons. from McMaster University, Chartered Financial Analyst (CFA), and completed the CERTIFIED FINANCIAL PLANNER designation.
He and his wife, Melodie, are adventure-seekers, and enjoy spending time traveling.
Bilkis has been the cornerstone of the client experience since joining the Garofalo & Associates Private Wealth Management team in 2013. She keeps the team organized and sets the bar high for customer service by always making clients feel they come first. Bilkis’ finely tuned administrative skills keep the team on track with all accounts and communications.
Bilkis enjoys traveling, practicing yoga, outdoor activities and spending time with friends and family.
Georgia has been with Investors Group for over 15 years. As a Mortgage Planning Specialist, she provides mortgage advice to clients and financial consultants. She has over 10 years of mortgage industry experience as a mortgage agent with Investors Group, previously working in retail lending with a major bank. Georgia is a registered Mortgage Agent with Investors Group.
Scott Clews-Hunt joined Investors Group Securities Inc. in April 2012.
As a Securities Planning Specialist, Scott’s provides support to clients through in-person advice and written commentary on stocks, bonds and investment strategies.
Scott started his career in the financial services industry in 2002. Prior to joining Investors Group, he worked with a capital markets firm in downtown Toronto and has experience as a Proprietary Equity Trader, trading on the North American stock exchanges.
Scott received his Bachelor of Arts in Finance from Northwood University, Michigan, holds his Chartered Investment Management (CIM) designation and is a Fellow of the Canadian Securities Institute (FCSI).
Frank joined Investors Group in 2014 and provides insurance advice to clients in Ontario.
Prior to joining Investors Group, Frank was an Estate Planning Associate at a major Canadian bank where he provided sound insurance and estate planning strategies to high net worth families.
Frank completed his Bachelor of Arts from Wilfrid Laurier University, obtained a Diploma in Business Administration, Certified Financial Planner (CFP) designation through the Financial Planning Standards Council and the Chartered Life Underwriter (CLU) designation through Advocis.
In the community, Frank spends time volunteering with the Food4Kids organization in Hamilton.
Each member of our team is backed by a team of professionals with specialized expertise in tax and estate planning, securities*, insurance protection, investment lending, business succession planning and more. In some situations it may also make sense to involve your own accountant or lawyer to ensure a coordinated approach to managing your wealth.
* Brokerage offered through Investors Group Securities Inc. ( in Québec, a firm in financial planning ).