Skip to content
  • (403) 243-7359
  • info@shannonfinancial.ca
Portfolio Access
logo
  • Our Team
  • About You
    • Life Stages
      • Starting Out
      • Young Family
      • Established Family
      • Retiree
      • Single
    • We Can Help You Plan
      • Protecting Your Family
      • Investments
      • Retirement
      • Income Taxes
      • Your Child’s Education
      • Your Legacy
      • Running a Business
  • What We Do
    • Financial Planning
    • Retirement Planning
    • Estate Planning
    • Investment Tax Planning
    • Portfolio Analysis
    • Insurance Analysis
  • E-Newsletter
  • Resources
    • Recent Articles
    • Financial Calculators
    • Life Planning
    • Government Sites and Forms
  • Contact
  • Our Team
  • About You
    • Life Stages
      • Starting Out
      • Young Family
      • Established Family
      • Retiree
      • Single
    • We Can Help You Plan
      • Protecting Your Family
      • Investments
      • Retirement
      • Income Taxes
      • Your Child’s Education
      • Your Legacy
      • Running a Business
  • What We Do
    • Financial Planning
    • Retirement Planning
    • Estate Planning
    • Investment Tax Planning
    • Portfolio Analysis
    • Insurance Analysis
  • E-Newsletter
  • Resources
    • Recent Articles
    • Financial Calculators
    • Life Planning
    • Government Sites and Forms
  • Contact
  • Phone
  • Email
  • Portfolio
logo
  • Home
  • Our Team
  • About You
    • Life Stages
      • Starting Out
      • Young Family
      • Established Family
      • Retiree
      • Single
    • We Can Help You Plan:
      • Protecting Your Family
      • Investments
      • Income Taxes
      • Retirement
      • Your Child’s Education
      • Your Legacy
      • Running a Business
  • What We Do
    • Financial Planning
    • Retirement Planning
    • Estate Planning
    • Investment Tax Planning
    • Portfolio Analysis
    • Insurance Analysis
  • E-Newsletter
  • Resources
    • Recent Articles
    • Financial Calculators
    • Gov’t Sites and Forms
    • Life Planning
  • Contact Us
  • PSC Mobile App
  • Home
  • Our Team
  • About You
    • Life Stages
      • Starting Out
      • Young Family
      • Established Family
      • Retiree
      • Single
    • We Can Help You Plan:
      • Protecting Your Family
      • Investments
      • Income Taxes
      • Retirement
      • Your Child’s Education
      • Your Legacy
      • Running a Business
  • What We Do
    • Financial Planning
    • Retirement Planning
    • Estate Planning
    • Investment Tax Planning
    • Portfolio Analysis
    • Insurance Analysis
  • E-Newsletter
  • Resources
    • Recent Articles
    • Financial Calculators
    • Gov’t Sites and Forms
    • Life Planning
  • Contact Us
  • PSC Mobile App

Resources

Resources

To provide answers to frequently asked questions about money, and other life issues, we have assembled a large quantity of online resources. 

Investment Planning

  • 5 Strategies for Difficult Markets
  • Dollar Cost Averaging
  • How to Weather Stormy Markets
  • I don't want to invest now because...

Retirement Planning

  • Retiring Soon? You Can Do It !
  • Registered Retirement Savings Plans
  • Registered Retirement Income Funds
  • Pension Income Splitting

Tax Planning

  • Home Buyers Plan
  • TaxTips.ca
  • Registered Disability Savings Plans
  • Aging and Taxation
  • Canada Revenue Agency
  • CRA Netfile
  • Tax Calculators & Rates
  • Tax Tips (CRA)

Careers, Education Planning

  • Can Learn
  • Life Long Learning Plan
  • Education Savings for Your Child
  • Education Planning and Student Aid
  • RESP Savings Calculator
  • Student Loans, Grants and Scholarships
  • Continuing Education - Lifelong Learning

Estate Planning

  • Estate planning, wills and funerals
  • Caring for your aging parents
  • Joint accounts
  • Understanding Your Insurance Needs
  • Charitable Planned Giving

HOW WE HELP

Protecting Your Family

Protecting Your Family

Without barely a moment’s thought, you would…

Investments

Your Investments

Do you ever feel like life is too automated?  Maybe…

Your Legacy

Your Legacy

You have worked all your life and saved for…

Your Retirement

Your Retirement

After years of living the “rat race”, you are looking…

Young Family

Your Child's Education

First you were putting on their diapers. Then you…

HOT TOPICS

Hot Topics
  • Estate Planning
  • Travel Insurance
  • Retirement Planning
  • Eldercare
  • Wills

About Us

We serve individuals, families and businesses all throughout Alberta, British Columbia and Ontario. Our primary goal is to help each client meet their unique financial goals. We are never satisfied until you are.

Free Consultation

Appointment Email
Free Consultation
  • 6700 Macleod Trail South
  • Unit 550
  • Calgary AB T2H 0L3
  • (403) 243-7359
Dealer
Mutual funds are offered through Portfolio Strategies Corporation. Other products and services are provided through Shannon Financial.
© Copyright 2026 AdvisorNet. All rights Reserved.
  • PRIVACY POLICY
  • DISCLAIMERS