About Us

Shannon is a CERTIFIED FINANCIAL PLANNER® professional, Chartered Investment Manager (CIM), life coach, media personality, bestselling author and founder of the award winning New School of Finance™.

Shannon is widely recognized as a trailblazer in the Canadian financial planning industry. She is a regular contributor for the Globe and Mail and is a personal finance columnist for CBC’s Metro Morning and a financial expert on The Marilyn Denis Show.

Elisabeth (Liz) is a CERTIFIED FINANCIAL PLANNER® professional, Ontario Certified Teacher (OCT), media personality and financial literacy advocate. As a public speaker she has travelled across Canada speaking about all kinds of financial issues – everything from freelancing to investing to retirement planning to basic budgeting. Liz specializes in household and small business financial planning as well as retirement and disability planning. She loves helping people figure out all the messy money stuff to make their big goals happen.

Liz is also astonishingly good at predicting TV plot lines and has a deep and abiding love for melodramas and primetime soaps. So if you want to philosophize about Julie Cooper or Kelly Taylor, she’s your gal!

Kathleen loves working on the front-lines of financial planning and has for several years at one of the major banks in Canada. She is a Financial Advisor who’s successfully completed the Registered Financial and Retirement Advisor (RFRA), Canadian Securities Course (CSC), Financial Planning I & II courses, and is currently enrolled in the CFP program.

Kathleen is like a financial doctor. She is passionate about helping people find financial wellness, and will set you up with a plan that brings you peace of mind. She will take care of you!

Kathleen’s also ridiculously good at braiding hair. Her fave style is a french braid.

Colleen heads up our client service department. She was the first employee at New School of Finance™ (no big deal!!!!). Not only did she drink the New School Kool-Aid, she helped make it. She is the glue that holds our New School team and operations together. We would be lost without her.

Colleen used to be a professional ballet dancer (her posture is outstanding) and is for sure sitting on a swiss ball, jumping up and down or marching on the spot while she is emailing you… she can’t sit still.

Linn has made a career out of demystifying technical and intimidating things in a clear and approachable (maybe even fun?) way, particularly for small businesses and artsworkers. She’s a self-employment enthusiast (she’s never had a “normal job”) who loves the admin and financial side of running a business almost as much as the day-to-day work.

Discovering New School early on made a huge difference in her life and she’s thrilled to now be part of their team, making tax time a little less overwhelming for her fellow entrepreneurs. And yes, she would always like to see pictures of your cats.