Shawn believes that effective wealth management is built on disciplined strategy, thoughtful structure, and a deep understanding of each client’s unique financial landscape. For him, strong planning integrates investment management, tax efficiency, risk oversight, and long-term family objectives into one coordinated framework.

Since joining IG Wealth Management in 2005 and becoming an integral part of the Garofalo & Associates practice in 2011, Shawn has worked closely with Chris Garofalo to develop and execute comprehensive planning strategies for high-net-worth families, professionals, and incorporated business owners across the Waterdown, Hamilton, and Niagara regions of Ontario.

As both a Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER® (CFP®) professional, Shawn combines institutional-level investment insight with comprehensive financial planning experience. He designs strategies tailored to each client’s circumstances, ensuring that portfolios, cash flow structures, tax considerations, and long-term objectives are aligned within a cohesive plan.

Under the team’s implementation-focused approach, Shawn plays a key role in translating strategy into action by monitoring progress, refining structures, and ensuring that carefully designed plans are executed with discipline and precision.

Shawn earned his Honours Bachelor of Commerce from McMaster University. Outside of work, he and his wife, Melodie, enjoy travelling and embracing new adventures, bringing the same curiosity and perspective to life that he values in his professional practice.