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Advice with Integrity and Objectivity

Trust and integrity are the foundation of long term relationships.


The Goal is Simple

My job is to help clients make money from wise and informed investing.  My thesis is to manage investments through a methodical and disciplined approach that removes individual bias and emotion from the investment process, relying heavily on loss avoidance techniques.

In turn, I believe my clients value this professional, objective and insightful advice.  With a comprehensive wealth management approach, clients have the necessary tools to reap the ultimate reward: Wealth Over Time

 


About Me
I joined Union Securities in January 2011 after spending almost 2 years at Byron Securities. Prior to Byron, I was advising investors for over 8 years at BMO Nesbitt Burns and have been in the industry for...

Services
I offer both a transaction based approach as well as a comprehensive fee based approach. Depending on your style or how many services you need, I look to what is right for you. Along with account choice, I wish...

Contact Me
Get In Touch With Shawn Rutledge of
Union Securities Ltd.
Tel
:  1-888-298-7405 | Fax: 416-777-1276
Email: srutledge@union-securities.com
Location: Toronto, ON

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