Cynthia Sheppard

I’m dedicated to supporting families and business owners in our community through every stage of their financial journey. My passion is helping people plan for their future with clarity and confidence — especially when it comes to retirement, investing, and protecting the people they care about most.

 

My own journey into financial planning began from a very personal place. When I became a mom, I quickly realized how important it is to have a plan that could support my family no matter what life threw my way. That experience shaped my entire approach to my work — one that’s practical, honest, and focused on making sure my clients feel informed and empowered at every stage of life.

 

Over the years, I’ve been honoured for my dedication to my clients, including receiving the Southern Ontario Above and Beyond Award in 2022. Outside the office, you’ll usually find me playing or coaching basketball and staying involved in my local community - because I believe strong connections matter, both on the court and in business.

 

Whether you’re looking to plan for retirement, grow your investments, or simply make sure your loved ones will always be protected. My goal is to listen first, give you straightforward advice, and support you with a plan that truly feels like your own.

 

I’m here to help empower you to take your next steps confidently!