Our Team

Shawn began his Financial Planning journey in 2000 and has remained steadfast in his commitment to helping his clients achieve their financial objectives over the last 23 years. His unwavering belief in the fundamental importance of security as the cornerstone of any financial plan provides confidence and certainty for his clients, who have benefited from his expertise through a variety of markets.

Shawn is a devoted family man with a loving wife, Lacey, and two wonderful children, Charley and Blake. When he is not busy with his family or his financial planning career, he enjoys spending time in the great outdoors. Shawn loves to fish, hunt, skidoo, quad, or anything else that allows him to experience the beauty of nature.

For over thirty years, Bill has been dedicated to helping Canadian families, business owners, and professionals achieve their dreams through prudent financial planning. Bill takes great pride in his profession, where he can provide financial support at critical moments, positively impacting his clients' lives. This includes comprehensive insurance solutions that offer financial protection in the event of disability, critical illness, or premature death. Additionally, he has extensive experience in providing tailored investment solutions to fund children's education, vacations, travel, and retirement, ensuring his clients can enjoy a secure and fulfilling future.

Tom started his career in downtown Toronto working as an advisor assistant for high-net-worth families. He moved to Kenora and joined Safety Bay Financial in October 2015. Tom enjoys seeing individuals and families attain their financial goals through a well-thought-out realistic plan. He is proud to join a team that is committed to their clients and always works hard to maintain the highest level of ethics when working with and assisting clients.

Lori-Ann is the friendly voice you will first hear when calling Safety Bay Financial. Since joining our team in 2007, she has been the cornerstone of our office, ensuring that every client feels right at home. Her role goes far beyond reception duties, managing our internal office procedures and meticulously preparing files for client review meetings. Her dedication to providing exceptional service is evident in every interaction. Beyond her extensive experience, Lori-Ann has also completed the Canadian Investment Funds Course, further enhancing her ability to support our clients and team.

Dwayne began his career after graduating with a Diploma in Business Administration from Brandon's Assiniboine College in 1987. Before joining our team, he honed his skills in the accounting and automotive financing fields, which laid a strong foundation for his exceptional administrative abilities. Since joining Safety Bay Financial in 1995, Dwayne has been a key member of our team, bringing a wealth of experience and expertise to his role.

Today, Dwayne's extensive knowledge of insurance and investment procedures, combined with his knack for resolving service issues and handling client inquiries, makes him an invaluable asset to our team. He is responsible for ensuring that all of Safety Bay Financials' administrative processes are compliant with both administrative and regulatory standards. Dwayne's commitment to excellence and his approachable demeanor ensure that our clients receive the highest level of service and support. Whether you're dealing with a complex issue or just have a simple question, you can count on Dwayne to provide the assistance you need, when you need it.