Introducing McPherson Financial Management

At McPherson Financial Management, we tailor each portfolio to align with your unique circumstances, risk tolerance, and preferences, while maximizing tax efficiency. We begin with a careful analysis of your long-term vision and results in a thorough, effective plan that evolves as you do. Our goal is to be flexible, minimize risk and maximize returns.

Shawn has an MBA from the University of British Columbia, and has been a Financial Advisor since 1994.

Jennifer has been in the investment industry since 2004, previously working for two other financial firms. This experience helps her to deliver consistently high quality service that is a key to client satisfaction. When not spending quality time with her son and husband, Jennifer enjoys many outdoor activities such as hiking and playing soccer.

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Experience to lead the way

Our combined years in the financial services industry provide you with a seasoned team and a level of knowledge necessary to help you pursue your financial goals and objectives.

EXPERTISE KNOWLEDGEABLY APPLIED

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

RESOURCES VITAL TO SUCCESS

There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity.

COMMITMENT WORTH MENTIONING

Established in 1962, Raymond James has grown to become one of the largest, most well-respected independent financial services companies in North America.

Shawn McPherson, B.Comm, MBA
Senior Financial Advisor
Jennifer Helfrich
Senior Wealth Advisor Assistant

Raymond James Ltd.

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Helping you manage your financial success
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Helping you establish and oversee a variety of plans
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Trusted and comprehensive guidance to support your needs and corp...
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Trusted and comprehensive guidance to support your needs and corp...
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