16 Lamport Court, Whitby, ON L1M 0B1View on Map »
As a Certified Financial Planner®, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
A former professional hockey player, Shayne McCosh is now a senior wealth advisor with over fifteen years of experience in the financial services industry. He formed McCosh Private Wealth as a boutique financial planning firm with a focus on developing lasting client relationships by providing a high level of service in addition to a full suite of financial products.
Shayne currently holds both the Certified Financial Planner (CFP) and the Certified Investment Manager (CIM) designations and offers a broad range of services to both individuals and businesses which include financial planning and advice, investment strategies, portfolio management and insurance. In 2019, Shayne obtained his Portfolio Manager status, and has since created his own pooled equity fund, the Inclusive Concentrated Equity Fund (ICE).
Shayne McCosh provides investment products and services through Aligned Capital Partners Inc. (ACPI). Aligned Capital Partners Inc. is a member of the Canadian Investor Protection Fund (www.CIPF.ca) and the Investment Industry Regulatory Organization of Canada (www.IIROC.ca). Please click here for more information.
Sharon is an Advisor Assistant/Office Coordinator, with the Wealth Management team. Sharon acts as a liaison between the wealth management office and the numerous insurance and investment firms that the office deals with on clients behalf.
With over 20 years of experience, Sharon brings a strong work ethic and client focus, that is an integral part of the McCosh Financial Consultants team.
Sharon works closely with Shayne and his team to ensure clients consistently receive the highest level of service and professionalism.
Matt comes to the team with over ten years of customer service experience within high volume atmospheres. He has extensive experience in accounting, administration and human resources, which gives him a well-versed and professional approach to managing client needs.
Matt will oversee communications and will be the main point of contact on an administrative level to ensure that all client needs and requests are addressed in a timely manner. It is Matt's unique skill set and positive attitude that makes him a valued member of the McCosh Private Wealth team.
Shawna joined the team in 2019, and her role with the Wealth Management team is to provide coordination between clients and Aligned Capital Partners with a focus on account management.
Shawna, who is bilingual, has over nine years of customer service and administrative experience in both the educational and financial sectors. She brings a keen work ethic, strong organizational skills, and is a great asset to both McCosh Private Wealth and the clients.
