Shannon McCrae

Shannon McCrae

  • Investment Fund Advisor*
  • Life and Health Insurance Advisor

My mission is to provide sound advice and help you achieve your financial security goals by listening to your priorities and aspirations. I help you identify your short and long-term needs and develop a suitable financial security plan, keeping in mind the values that motivate my commitment:

  • Availability
  • Competency
  • Integrity
  • Respect

Building a solid financial security plan together will help you balance all the aspects of your life by providing ways to prevent and protect against the financial risks associated with a disability, illness, loss of independence or death.

I am committed in guiding you in the achievement of your financial security goals by transforming your ambitions into concrete solutions to ensure that they are realized.

I stay on top of all the latest developments in the area of financial security planning and update my knowledge continually to ensure that I can offer the best and most current advice, with my clients’ needs front of mind.

I have decided to associate myself with Desjardins Financial Security Independent Network, a major distributor of financial products and services that gives me all the support I need to provide the excellent service my clients have come to expect. A subsidiary of Desjardins Financial Security, a leader amongst Life and Health Insurers in Canada, Desjardins Financial Security Independent Network and its Quebec counterpart SFL have over 1,300 partner representatives and more than 40 financial centres from coast-to-coast.

Thanks to the support of a dynamic team and the assistance of financial service-related experts, I am able to offer you a full range of services and advice on tax and legal issues that will benefit your financial security situation

5070 Dixie Rd
Mississauga, ON L4W 1C9
Office: 905-276-9456
Fax: 905-276-4964
Direct Line: 416-985-0775

*Mutual Funds are distributed through Desjardins Financial Security Investments Inc.