About Us

Shaughnessy Financial

We are a financial services firm that provides independent financial advice in the Waterloo area.

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As a professional financial advisor, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement or managing your portfolio wisely, I have the experience and resources to meet your needs.

Gary Shaughnessy

Financial Advisor

With over 28 years of experience in the financial services industry helping individual clients, Gary Shaughnessy has accumulated a wealth of experience.

A core set of beliefs drive the relationships he shares with clients:

  • financial situations deserve professional treatment from dollar one
  • a financial advisor should be ethical, accessible and accountable
  • a client issue is always priority one, that is a given

Gary recommends a simple three step solution, planning, professional investment management and regular review of progress. This is the proven approach to reaching financial goals as regular involvement will motivate the discipline required along the way.

Success is rarely an accident and creating a plan is key to reaching everything worth working for.


Dealer

Mutual Funds Provided Through FundEX Investments Inc.

Sandra Shaughnessy

Administrative Assistant

Sandi is the central administrator and manager of Shaughnessy Financial.

Years of experience in all aspects of client care allow her to be the central point of contact and she prides herself on being able to provide an exceptional level of client service.