Shervin Morasaneshan

"I take a holistic and collaborative approach when guiding clients through each life stage. Long-term relationships are paramount, and seeing clients succeed is my top priority."

As a Financial Advisor, Shervin is dedicated to getting to know his clients, building long-lasting relationships, and ensuring that their needs are met and their goals are achieved. He works closely with his clients to help them develop a comprehensive financial plan that sets them up for financial success.

Shervin works hard to stay on top of financial trends and has experience working overseas for a large global financial institution which provided him with an opportunity to meet, and work with, a diversity of clients.

Committed to professional development, Shervin holds the QAFP™ certification and is a Registered Retirement Analyst® (RRA). He is also working towards his Certified Financial Planner® (CFP) designation, the gold standard of financial planning.

Shervin will work with you to develop your comprehensive LifeSpring® financial plan – a blueprint for building and maintaining a strong financial foundation. This useful financial tool provides an in-depth analysis of your financial position, goals, anticipated needs and future income, integrating all aspects of your financial picture including investments, estate planning and business banking where applicable.

Learn more about the value of working with a financial advisor.