Shawn Bellefeuille

We all have our pet projects and dreams. But, sometimes it takes a financial services advisor who shares your passion to help you develop a plan that can turn your ideas into reality.

Allow me to be that person for you.

I can help you take stock of your situation and develop a two-pronged financial strategy.

One aspect involves building prosperity to achieve your dreams, while the other ensures financial security for you, your loved ones, and your dreams, protecting against various risks.

Everything will become more simple. And more attainable.

As a Certified Financial Planner, I have the experience and training to guide you through this process. Moreover, I am supported by a team of professionals who share my commitment. Together, leveraging our strengths, we'll ensure you feel confident knowing you have the best plan in place for you.

It’s this shared passion for making a meaningful difference that led me to pursue certification as a Master Financial Advisor – Philanthropy (MFA-P), empowering me to assist you in creating a customized financial strategy aligned with your philanthropic aspirations.

That’s what being your advisor means to me.

As a father of 4 and an avid runner, I find fulfillment in various aspects of life, cherishing moments with family and engaging in spirited matches on the pickleball court. These experiences have taught me the importance of understanding individual journeys and forging meaningful connections.

I look forward to meeting you, understanding your unique path, and collaborating on creating a plan, including a legacy, that resonates with your values and aspirations.