With a CERTIFIED FINANCIAL PLANNER® designation and a Certificate in Retirement Strategy from Canadian Securities Institute, Veronica Shelvock is the retirement planning partner you want on your side as you work towards your goals.
Experience & Education
Veronica started her career in our office in 2004. She has proven to be a very quick study, and with her commitment, desire and aptitude, has successfully managed all facets of our Branch operation and client services from Executive Assistant to Associate Wealth Advisor.
In 2006, Veronica earned the internationally recognized CERTIFIED FINANCIAL PLANNER® designation. Thirty hours of accredited education annually is just one of the requirements to maintain this designation.
Veronica is a past Valedictorian of Notre Dame College School, Welland.
From the iA Private Wealth Team
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We work with our clients to develop a comprehensive perspective on their financial situation and work to help them achieve their goals. Our client's success is our success.