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Shannon Walters, MBA, CFP, FEA

Shannon Walters, MBA, CFP, FEA

Director, KPMG Enterprise and Family Office

Vancouver, British Columbia

As a Director for KPMG Family Office I work with individuals and families to help advance their purpose and simplify their life by providing advice and coordinating our recommended services. When creating a Family Office, I focus on understanding the needs and goals of your unique family, and then provide timely solutions with a roadmap for success.

I’ve spent nearly two decades providing comprehensive wealth management, financial literacy and fostering cohesion within families. I help clients achieve their goals through unbiased, holistic wealth strategy and co-creating solutions in family dynamics and advisory.

My experience in the financial industry spans over 18 years and includes roles as a private banker, financial planner and trusted advisor. I earned an MBA from UBC, with a double major in Strategy and Marketing and a BBA from my hometown of Kamloops in Finance and Economics. I have recently completed the Family Enterprise Advisor program, the STEP Advanced certificate in advising family businesses (with distinction), and I hold a CFP designation.

I am an advocate for animal welfare and promote sustainable environmental activities. I value family and all family relationships; this has become a focal point for me as I raise three young children.

View expressed are my own.


Experience:

  • Director, Enterprise and Family Office (KPMG Canada)
  • Marketing Director for Walters Real Estate Team (Sotheby's International Realty Canada)
  • Financial Planner (RBC)
  • Private Banker (RBC Wealth Management)
  • Real Estate Advisor (Walters Real Estate Group)

Skills:

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