Shannon Walters, Mba, Cfp, Fea
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Shannon Walters, Mba, Cfp, Fea Email & Phone Number

Senior Private Banker | Family Office Professional | Family Enterprise Advisor | Wealth Strategy | Financial Literacy Advocate at National Bank Private Banking 1859
Location: Vancouver, British Columbia, Canada 7 work roles 3 schools
1 work email found @kpmg.ca LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email s****@kpmg.ca
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Current company
National Bank Private Banking 1859
Role
Senior Private Banker | Family Office Professional | Family Enterprise Advisor | Wealth Strategy | Financial Literacy Advocate
Location
Vancouver, British Columbia, Canada
Company size
177 employees

Who is Shannon Walters, Mba, Cfp, Fea? Overview

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Shannon Walters, Mba, Cfp, Fea is listed as Senior Private Banker | Family Office Professional | Family Enterprise Advisor | Wealth Strategy | Financial Literacy Advocate at National Bank Private Banking 1859, a with 177 employees, based in Vancouver, British Columbia, Canada. AeroLeads shows a work email signal at kpmg.ca and a matched LinkedIn profile for Shannon Walters, Mba, Cfp, Fea.

Shannon Walters, Mba, Cfp, Fea previously worked as Senior Private Banker at National Bank Private Banking 1859 and Executive Director, Vancouver Family Office at Kpmg Canada. Shannon Walters, Mba, Cfp, Fea holds Master Of Business Administration - Mba, Strategic Management & Marketing from The University Of British Columbia.

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Email format at National Bank Private Banking 1859

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*@kpmg.ca
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AeroLeads found 1 current-domain work email signal for Shannon Walters, Mba, Cfp, Fea. Compare company email patterns before reaching out.

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Profile bio

About Shannon Walters, Mba, Cfp, Fea

With years of experience at the intersection of wealth management, private banking, and family office services, I am driven by a passion for building deep, trust-based relationships with clients. I thrive on listening to the unique needs and aspirations of individuals, families, and businesses, and providing strategic financial guidance that supports both their immediate goals and long-term legacy. My approach centers on understanding each client’s full picture, navigating complex family dynamics, and crafting personalized wealth strategies that provide clarity and confidence.Growth and development are at the heart of everything I do. Whether it's fostering the success of my clients or leading business initiatives, I take pride in identifying new opportunities and creating value. I’ve built a strong track record of uncovering needs, delivering impactful solutions, and driving business forward. My ability to connect, collaborate, and innovate ensures that I not only meet objectives but also build lasting partnerships that stand the test of time.Views expressed are my own.

Current workplace

Shannon Walters, Mba, Cfp, Fea's current company

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National Bank Private Banking 1859
National Bank Private Banking 1859
Senior Private Banker | Family Office Professional | Family Enterprise Advisor | Wealth Strategy | Financial Literacy Advocate
montréal, quebec, canada
Website
gestionprivee1859.ca
Employees
177
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7 roles

Shannon Walters, Mba, Cfp, Fea work experience

A career timeline built from the work history available for this profile.

Executive Director, Vancouver Family Office

Kpmg Canada

Vancouver, British Columbia, Canada

• Spearheaded business development within private enterprise and family office practices, driving growth through strategic relationships.• Built and maintained trusted relationships with UHNW Family Office clients, delivering wealth management solutions and facilitating family office discovery sessions.• Led cross-functional teams and coordinated with internal and external professionals to deliver comprehensive financial services, shaping a clear roadmap for family office service expansion.

Jun 2022 - Oct 2024

Director, Business Development, Enterprise And Family Office

Kpmg Canada

Vancouver, British Columbia, Canada

• Established trusted relationships with Family Office clients as primary point of contact, driving business growth through strategic marketing efforts.• Coordinated multidisciplinary team to deliver tailored wealth strategies, contributing to strategic planning for the GVA Family Office service line.

Jul 2020 - Jun 2022

Marketing Director And Real Estate Advisor

Walters Real Estate

Vancouver, Canada Area

Marketing lead and licensed Real Estate Advisor in GVA, advising clients on acquiring or selling residential real estate, along with economic and investment considerations.

May 2017 - Jul 2020

Private Banker

Rbc Wealth Management

500-1055 West Georgia, Vancouver

I provide wealth management services for high net worth families. To ensure a comprehensive and individually tailored private banking experience, I create a wealth plan and coordinate the a full team of experts and resources within RBC. This group can include RBC professionals with specialties in estate, tax, commercial banking and investment planning. Our goal is to earn your trust and liberate your time, while providing the highest level of advice in the financial industry.With a proven track record in the financial industry, I enjoy business development and leading a dedicated team to increase positive business relationships.

Mar 2005 - May 2017

Financial Planner

Rbc

West Vancouver, British Columbia, Canada

Mar 2003 - Mar 2005

Financial Advisor

Td

North Vancouver, British Columbia, Canada

Sep 1999 - Mar 2003
Team & coworkers

Colleagues at National Bank Private Banking 1859

Other employees you can reach at gestionprivee1859.ca. View company contacts for 177 employees →

MV Milena Vega Milena Vega Colleague at National Bank Private Banking 1859Greater Montreal Metropolitan Area, Canada View → DM Derek May, Cfp®, Pfp®, Ciwm, Cim®, Fcsi® Derek May, Cfp®, Pfp®, Ciwm, Cim®, Fcsi® Colleague at National Bank Private Banking 1859Calgary, Alberta, Canada View → SR Sylvia Raj Sylvia Raj Colleague at National Bank Private Banking 1859Canada View → JC Julien Chartrand Julien Chartrand Colleague at National Bank Private Banking 1859Montreal, Quebec, Canada View → JD Julie De Ladurantaye Julie De Ladurantaye Colleague at National Bank Private Banking 1859Granby, Quebec, Canada View → JS Jean Sebastien Lemieux Jean Sebastien Lemieux Colleague at National Bank Private Banking 1859Candiac, Quebec, Canada View → MV Mylène Vachon Mylène Vachon Colleague at National Bank Private Banking 1859Canada View → OP Olivier Panneton Olivier Panneton Colleague at National Bank Private Banking 1859Greater Montreal Metropolitan Area, Canada View → JY Jeff Young Jeff Young Colleague at National Bank Private Banking 1859Greater Calgary Metropolitan Area, Canada View → DL Daniel Lavoie Daniel Lavoie Colleague at National Bank Private Banking 1859Victoriaville, Quebec, Canada View →
3 education records

Shannon Walters, Mba, Cfp, Fea education

FAQ

Frequently asked questions about Shannon Walters, Mba, Cfp, Fea

Quick answers generated from the profile data available on this page.

What company does Shannon Walters, Mba, Cfp, Fea work for?

Shannon Walters, Mba, Cfp, Fea works for National Bank Private Banking 1859.

What is Shannon Walters, Mba, Cfp, Fea's role at National Bank Private Banking 1859?

Shannon Walters, Mba, Cfp, Fea is listed as Senior Private Banker | Family Office Professional | Family Enterprise Advisor | Wealth Strategy | Financial Literacy Advocate at National Bank Private Banking 1859.

What is Shannon Walters, Mba, Cfp, Fea's email address?

AeroLeads has found 1 work email signal at @kpmg.ca for Shannon Walters, Mba, Cfp, Fea at National Bank Private Banking 1859.

Where is Shannon Walters, Mba, Cfp, Fea based?

Shannon Walters, Mba, Cfp, Fea is based in Vancouver, British Columbia, Canada while working with National Bank Private Banking 1859.

What companies has Shannon Walters, Mba, Cfp, Fea worked for?

Shannon Walters, Mba, Cfp, Fea has worked for National Bank Private Banking 1859, Kpmg Canada, Walters Real Estate, Rbc Wealth Management, and Rbc.

Who are Shannon Walters, Mba, Cfp, Fea's colleagues at National Bank Private Banking 1859?

Shannon Walters, Mba, Cfp, Fea's colleagues at National Bank Private Banking 1859 include Milena Vega, Derek May, Cfp®, Pfp®, Ciwm, Cim®, Fcsi®, Sylvia Raj, Julien Chartrand, and Julie De Ladurantaye.

How can I contact Shannon Walters, Mba, Cfp, Fea?

You can use AeroLeads to view verified contact signals for Shannon Walters, Mba, Cfp, Fea at National Bank Private Banking 1859, including work email, phone, and LinkedIn data when available.

What schools did Shannon Walters, Mba, Cfp, Fea attend?

Shannon Walters, Mba, Cfp, Fea holds Master Of Business Administration - Mba, Strategic Management & Marketing from The University Of British Columbia.

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