The Shutt TeamWilliam Shutt’s team is comprised of a group of professionals dedicated to providing all of the planning necessary to meet your financial needs. They, along with a strong support staff, comprise a group of people dedicated to providing all the planning necessary to meet your financial needs.
Our objective is to build long term relationships with our clients while we guide them in developing and implementing sound financial plans that will address all their financial needs, both now and in the future.
We do this by conducting a thorough review of the client’s current financial situation as well as future needs and desires. We then apply our experience along with all aspects of financial, estate, retirement and tax planning to achieve the financial goals. These goals are constantly reviewed and up-dated to reflect any changes in the client’s situation and needs.
Financial planning is much more than investments; it includes insurance for now and in the future as you grow older, preparation for the education of your children or grand children, tax implications, and estate preservation so that you and your family can relax and enjoy your life as you enter your retirement years.
The Shutt team representatives have over 50 years of financial experience. They are able to provide you with mutual funds, insurance, and, along with IPC’s innovative cash and credit management services, have the ability to source great GIC and mortgage rates.
The members of the Shutt Team are able to provide everything necessary for your total financial plan and security.
Securing your Family's Future
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.