The driving force behind MacIntyre Financial, Shelley was born and raised in the Quinte area. After marrying her high school sweetheart, they have continued to raise their family here.
Upon completion of a career in the medical industry, Shelley followed her passion and enjoyment for helping others, to transition into financial Services. She has established a team based relationship with her clients which has proven to create a very successful track record.
Shelley’s community involvement includes, active participation in the St. Andrew’s school of Evangelization, teaching financial literacy seminars for youth in the community, as well as being a member of the Quinte West Chamber of Commerce.
Her hobbies include camping, hiking, biking, kayaking and gardening. As well, Shelley is a member of two professional Associations; Advocis and the Million Dollar Round Table (MDRT).
Tonia Ebbers, Marketing Associate
Tonia was born and raised in Prince Edward County and completed Loyalist College's Business Sales and Marketing program followed by post graduate studies in Public Relations.
Tonia's passion is helping people and working in a team focused environment to provide exceptional care to the needs of our clients.
Through Freedom 55 Financial, MacIntyre Financial has access to a team of specialists who can provide expert advice and offer solutions when required.
Andrew Gibson, B.Comm, CIM, FCSI Sales Consultant, Wealth Management
Andrew has worked in the financial services industry since 2008. During this time, Andrew has had the opportunity to help business owners, executives and professionals delivering customized investment solutions.
Since 2012 Andrew has worked as an Investment Consultant working with Financial Security Advisors at Freedom 55 Financial in the Georgian Bay Region.
Previously, Andrew worked at a private equity firm as a Marketing Manager, responsible for sales in Ontario, BC and Alberta raising capital with an independent network of financial advisors. Andrew has an extensive knowledge of the High Net-Worth Market and his specialization is customizing solutions to derive sustainable long term income for retired clients.
Andrew is a Fellow of the Canadian Securities Institute (FCSI), Chartered Investment Manager (CIM) and has an Honours Bachelor of Commerce (B. Comm) from the University of Guelph.
John Gilmour, Advanced Case Consultant
John began his career as a financial security advisor in 1990 and grew a successful practice in the Montreal / Ottawa area. He later became a director with a large bank firm supporting their agency planners with risk management solutions. In 2005, he joined Great-West Life as the Eastern Ontario regional director for life insurance and was appointed to advanced case consultant for Eastern and Northern Ontario in 2012 to support individuals and business owners in addressing tax and estate planning concerns using life insurance.
Andrew McKeown, CHS Consultant, Insurance
Andrew McKeown’s primary goal is to help Financial Advisors help their clients acquire the right insurance plans. This is important for two reasons:
1. People hate insurance, but they need it. Selling insurance doesn’t work anymore; we need to help clients buy.
2. People are paying too much in tax and by buying an insurance plan; it can save them millions of dollars in unneeded taxes.
Andrew has the ability and knowledge to help Advisors help their clients buy insurance and in turn, impact the lives of millions of Canadians.
In his many years, Andrew has worked with hundreds of clients that range from the business owner who thinks insurance is a “scam” but stubbornly buys the disability policy that ends up saving him for financial ruin. Or, it has been the Doctor, who puts in late hours working with her patients, helping them cope through disease and illness, who implements the insurance solution that will refund millions of dollars of taxes they would otherwise have to pay.
Andrew is a FPSC Level 1 certificant and intends to complete the CFP this November.