Shannon McMannis

CFP, RRC,RIS, CPCA, EPC

Mutual fund representative 1

Insurance representative 2

Financial Planner 2

Cornerstone Capital Financial Group

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RRIF and LIF

Several income options are available to you at retirement age.

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About me

I grew up on social assistance in geared-to-income housing, and I know firsthand how hard it is to earn an honest living. I learned how to work smarter and save efficiently to propel my own success. As a Certified Financial Planner, I help clients plan for when life happens. I take a step back to see the big picture for each individual, as financial health is intertwined with physical, emotional, and mental well-being. I founded The Power of the Purse, a speaker series designed to help women achieve financial stability and freedom. From there, I created Ladies Who Lead, a network of local professional women who have come together with four goals: Building Business, Building Self, Building Relationships, and Building Community. My goal is to help you feel confident and secure about your own tomorrow while enjoying all that life has to offer today! Contact meeast

About my team

I do not work alone in my journey! The Cornerstone Capital Financial Group Team consisting of Financial Advisors Giovanni Petitti and Peter Pomponio, and assistants Heather Melfi and Kimberly Hill, work together with the common goal to educate, empower, and enrich the lives of our clients and those they love.

Giovanni Petitti

Certified Financial Planner

Telephone

519-753-9622 Send a messageeast

Heather Melfi

Executive Assistant

Telephone

519-753-9622 Send a messageeast

Kimberly Hill

Licensed Assistant

Telephone

519-753-9622 Send a messageeast

Peter Pomponio

Financial Advisor

Telephone

519-753-9622 Send a messageeast

A complete service offer to answer your needs

Savings and retirement

Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.

Economic News with Sébastien Mc Mahon

Sébastien Mc Mahon has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.

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December 20, 2024

Bracing for Trump 2.0

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1 With Investia Financial Services Inc. 2 Cornerstone Capital Financial Group

Why work with an advisor?

An advisor helps you make the best choices based on your reality and your needs. An advisor also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of an advisor, you will:

  • Earn more money and learn where and when to invest
  • Receive a personalized financial plan that will help you achieve your objectives
  • Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
  • Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
  • Save time and enough money to carry out your projects
The value of an advisor

Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.

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Client Portal

Direct access to your investments and our advice

Stay up-to-date on the progress of your investments, access to detailed information about your accounts and see if you are on track reach your goals.

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