Boakes Wealth Management of RBC Dominion Securities
Your wealth is SO MUCH more than your money.
Committed to you and your family on your path to financial success and well-being
Your wealth is crucial for your well-being, providing peace of mind to pursue dreams. As a trusted wealth manager, we specialize in cultivating and preserving family and business wealth across generations. Our team takes pride in fostering enduring relationships through personalized financial plans, helping clients achieve their most important goals.
Meet the Team Behind Your Success
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Let's connect over coffee!
Whether you have questions, feedback, or just want to chat, we're here for you – reach out, and let's make virtual coffee dates a delightful reality
Our approach
Our approach begins with a deep understanding of where you are today and a thoughtful strategy to guide you toward your goals.
1. Understand
We begin by clarfiying your goals, priorities, and concerns.
2. Design
Together, we develop a comprehensive wealth strategy integrating investments, retirement planning, tax efficiency, and estate considerations.
3. Implement & evolve
Life changes. Market shift. Your plan evolves accordingly.
Our role is to simplify complexity and provide steady guidance so you can move forward with confidence.
Meaningful Conversations, Lasting Impact
With a focus on careful planning, we work alongside top experts across industries to bring your personalized plan to life. At every stage, we're here to provide clarity, support, and excellence in execution.
Frequently Asked Questions
What types of clients do you work with?
We specialize in serving farmers and business owners in Brantford, Paris, and Burford, women navigating financial transitions, and families at every stage of wealth building and retirement.
How is farm succession planning different from regular estate planning?
Farm succession planning addresses unique challenges including agricultural tax considerations, multi-generational ownership transitions, and balancing family dynamics with business continuity.
What makes your approach to women and wealth unique?
We provide specialized support for women going through major life transitions like divorce or loss of a spouse, offering not just financial guidance but education and confidence-building to ensure long-term financial independence
Do you serve clients outside of Brantford?
Yes! While we're based in Brantford, we serve clients throughout the Paris and Burford communities and the broader agricultural region of Ontario.
What credentials does Shannon Boakes hold?
Shannon is a Certified Financial Planner (CFP), Canadian Investment & Wealth Manager (CIWM), Fellow of CSI (FCSI), and Financial Management Advisor (FMA) with over 20 years of experience in wealth management.
Rooted in community
Supporting women & leadership
Agricultural & rural community involvement
Our agriculture community
We help business and farm owners structure their affairs for tax efficiency and long-term protection. Our succession planning supports smooth transitions that preserve family harmony, business continuity, and future stability.
Committed to you, your family & your farm
For over 20 years, Shannon has provided wealth management advice to farm families in the Burford and Paris communities.
After marrying into a farm family in 1997, Shannon quickly learned that regardless of what was else happening, the cows needed to be milked, a moment captured in one of her favourite wedding photos. That lived experience shapes her understanding of the realities of running and transitioning a family farm.
Boakes Wealth Management is committed to you and the long-term success of your farm.
Securing Your Farm’s Future with Trusted Financial Guidance
Growing your future: Boakes Wealth Management playbook provides practical guidance for farmers and business owners on managing wealth, planning for succession, and ensuring financial stability. It shares real-life examples and insights from Shannon Boakes and her team, addressing the unique challenges of farm transitions, tax considerations, and preserving family legacies. This resource offers valuable tools to help you navigate financial decisions and plan for the future with confidence.
Our women's community
Empowering through collaboration, we champions a community-driven approach, where seeking help, fostering conversations, and drawing on diverse skills creates our magic.
Benefit from personalized wealth management strategies honed over two decades, covering investments, retirement, taxes, estates, and business growth. Experience authentic guidance from our team and partners built on empathy and expertise, fostering a community that values collaboration and supports local businesses for collective success.
Her village. Healthy. Wealthy. Connected.
Welcome to Her Village, a supportive community dedicated to empowering women through financial confidence, holistic wellness, and meaningful connections. Together, we’ll break barriers, rewrite the narrative on women’s financial empowerment, and prioritize mental and physical health for a balanced, thriving life. Join us as we share, learn, and grow—because it truly takes a village to create the magic of living healthy, wealthy, and well!
Women & Wealth Workbook
Take control of your financial future with the Women & Wealth Workbook. This practical guide helps you create a personalized plan for budgeting, saving, and retirement, while addressing the unique financial challenges women face. Start building confidence in your financial decisions!
Client resources
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.