Get comprehensive financial planning, tried and true investment management, market insights, and decades of experience – all from advisors you can trust.
Stronghold Wealth Management is a team of wealth management advisors with a proven track record of success and over 200 million of client assets under management. We offer comprehensive financial planning and sound, experience-backed advice that enables you to achieve your important life goals. Whether your goal is a comfortable retirement, minimizing taxes, selling your business – we are here to help build and implement the plan you need!
Shawn has worked with me over the years to increase my overall knowledge of best investment practices and has always talked to me, not over me. His regular phone calls with ideas or advice are always interesting, welcome and timely . . . If you’re looking for a Financial Advisor and firm that you can establish a long term personal relationship with, Stronghold deserves your serious consideration.
Ian Pavey has been my trusted adviser for many years. He provides thoughtful, timely advice on investing and financial planning for my personal and corporate savings . . . I have referred several friends and family members to him, because I know they will be in good hands.
We bring decades of experience and financial knowledge to the table. We’ve seen market ups and downs and everything in between, so we know what works – and what doesn’t. We’ll apply everything we’ve learned to guide you through the markets to your financial goals.
Investment Advisor
iA Private Wealth
Having grown up watching his father sell life insurance, working in finance came naturally to Shawn. He started his advisory career in 1989, working with a large MFDA firm from 1989 to 2003, and became a Certified Financial Planner in 1997. Seeking to be fully independent in providing financial advice he joined Dundee (now HollisWealth) in 2003 as an independent financial advisor and has been helping clients achieve their financial goals ever since. Shawn believes that great results are the byproduct of great relationships. Some of Shawn’s clients span three generations within a family.
Investment Advisor
iA Private Wealth
Ian started in the investment industry in 2004, working with an established investment group. In 2009, Ian started his own practice and in 2016, he joined forces with Shawn to create Stronghold Wealth Management. Ian has always had a keen interest in capital markets and particularly enjoys the complexity and challenges associated with market analysis. In 2018, Ian obtained his Chartered Financial Analyst (CFA) designation, one of the highest distinctions in the financial industry. Ian is most passionate about working with his clients to achieve their goals and give them peace of mind for the future.
Associate Investment Advisor
iA Private Wealth
Cam started his career in 2019 after completing his Canadian Securities Course. He is excited about continuing his financial education and plans on enrolling in the CFP program along with attaining his Life and Disability insurance licenses in 2021. Cam is involved with all facets of the investment advisory role while continuing his mentorship with Shawn and Ian.
Office Manager
As Stronghold’s office manager and receptionist, Melanie coordinates client meetings and is involved in all facets of the administrative side of the business. Prior to joining Stronghold, she worked in an administrative role for the Calgary Police Service and Calgary Fire department.
Licensed Assistant
Paula graduated with distinction from the University of Alberta in 2004, earning a Bachelor of Science Degree. She has worked in the oil and gas industry and has also dedicated much of her time to raising a family. Paula joined Stronghold in January 2020 and is involved in all aspects of the administration side of the business.
My wife and I have been investing with Shawn for over 20 years. He has done very well for us and is very professional, personable and easy to work with . . . We have never regretted our association and look forward to many more years working together.
Shawn has now been our trusted advisor for the past 3 decades, and we are extremely pleased with the decision we made. We are now enjoying our retirement comfortably. We would highly recommend Shawn or his team to anyone wanting to achieve better financial outcomes.
Wealth management is a long game, so we build every client portfolio from the ground up, first getting to know you and understand your goals, and then creating a plan and putting it into action. Every client is different, but the building blocks remain the same.
Relationship is important to us, so we start by ensuring we’re the right fit for each other. The first time we meet we’ll talk about your expectations of us as your advisor and our expectations of you as a client.
We never start investing without a clear purpose and defined personal goals. We’ll examine your current financial picture and talk about where you want to go from here in the short and long term.
After understanding your goals, we go through a rigorous, multi-step investment process and create a tax-efficient plan that maximizes growth for your stated objectives and risk level.
Regular meetings with our clients are an important part of our process. We use these reviews to discuss our outlook as well as rebalance the portfolios. These meetings are also used to ensure that as your circumstances and objectives change we are making the appropriate adjustments to best accomplish your goals.
Equity markets were generally weaker in December, although the limp into the end of the year was not enough to tarnish what was a stellar year for stocks.
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Canada’s main stock index and all the major U.S. indices declined in February as risk-off sentiment dominated the market due to several bearish narratives.
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Canada’s main stock index and all the major U.S. indices declined in February as risk-off sentiment dominated the market due to several bearish narratives.
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Ian outperformed his competitors in all respects: investment returns, customer service, and communication. Now fully retired, we feel entirely comfortable in our situation, and confident in the plan and approach that we have, with Ian’s advice and assistance, developed for our retirement years. We trust Ian completely, and would not hesitate to recommend him to anyone looking for assistance and advice with respect to the management of their financial affairs.
Want to set up an appointment with your advisor or book in for an initial meeting? We’re ready when you are.