About Us

Shaun Woodcock, CFP®

Certified Financial Planner® professional

Shaun Woodcock is a Certified Financial Planner and he has over 15 years experience in the financial services industry. He specializes in building customized financial plans for high net worth clients, with a focus on building and protecting their wealth.

He has experience working with business owners and professionals, either starting out or well established in their business. Shaun's goal is to provide value to clients by having an in depth look at all financial planning disciplines, and to keep his clients informed of any ongoing changes to their plan. His top priority is to build a long term relationship with his clients.

Outside of work, Shaun enjoys spending time with his wife Dana and their two young children.

Dave Unger, BA, PFP, FMA, CIM

Personal Financial Planner®

Dave specializes in helping business owners and professionals build and protect their wealth.

With over 25 years of experience in the industry, he understands the unique financial issues that you face as a high net worth family, incorporated professional or business owner.

When away from work, Dave enjoys spending time with his wife Christy and their 5 kids. He's also involved with his local church and serves on the board of Cure Canada International.

Curtis Rowan, PFP

Personal Financial Planner®

Curtis has over 27 years experience in the financial services industry. He has a wealth of knowledge with respect to financial planning, wealth management, Farm and Business Succession Planning and estate planning.

Curtis believes in transparency with his clients and believes in building long term relationship with his clients. He obtained his PFP designation in 2012.

Curtis is married to Shelley and has 3 boys, Tanner, Nathan and Brayden. In his spare time he enjoys coaching and being involved in his boys sporting activities. He also enjoys curling, golf, fishing and spending time with family at the lake.