Shawn R. Windrem, BA, CCS, CFP, CLU

President and CEO

Certified Financial Planner

Investment Representative

 

Shawn was born and raised in Moose Jaw, Saskatchewan, and moved to Saskatoon in 1986 to attend the University of Saskatchewan. He is married, and he and his wife Kathy have two beautiful little girls, Kaitlin and Victoria.

Professional Background

Education Prior to Entry into the Financial Services Industry

Prior to choosing a career in the financial services industry, Shawn attended the University of Saskatchewan, completing three years of an Electrical Engineering Degree, and earning a Bachelor of Arts Degree. At the University, he also completed courses in Economics, Mathematics, Statistics, and Computer Sciences. During his last year, the Department Head of Political Studies hired Shawn to perform statistical analysis for a book that he was writing. Shawn took a year off after his BA before going back to University to start his path towards a Law Degree. In 1994, he entered the Financial Services Industry with Metropolitan Life. It didn't take long for him to develop a passion for and excel in this industry, which led him to a secondary educational path in the Financial Services Industry.

Financial Services Industry Education

Shawn completed the necessary exams to obtain his life insurance license and went on to complete the Life Underwriters Association Training Courses which provided him with the Level II life license. Committed to attaining the highest level of qualification in his chosen profession, he then pursued the Certified Financial Planner (CFP) course. He received his Certificate in Financial Planning from the Canadian Association of Insurance and Financial Advisors (CAIFA) in 1999, and in 2000, he completed the 6-hour exam for the Certified Financial Planner designation.

To further develop his knowledge, Shawn has completed the highly recognized designation of Chartered Life Underwriter (CLU). Achieving this designation indicates a high level of knowledge in the areas of Taxation, Law, and Estate Planning as it pertains to individuals, partners, and corporations.

Shawn's focus on providing his clients with the best and most current financial advice led him to complete his Canadian Investment Funds course, the Canadian Securities Course, and Conduct and Practices Course. He continues his commitment to education by taking courses to stay current in the Financial Services industry.

In 2015, Shawn enrolled in the CCS Designation course to become a Certified Cash Flow Specialist. The Certified Cash Flow Specialist (CCS™) is the first official designation in the field of Cash Flow Planning. Utilizing the designation will enable him to quantify the value of his advice by adding Cash Flow Planning to his practice. A financial plan is only worth the paper it's written on without a way to fund it. By adding Cash Flow Planning to his practice he will be able to help clients to find the money to help them achieve their goals.

Services Provided

For Individuals: Retirement Planning, Estate Planning, Personal Financial Planning, Annuities, Fixed Income, Income and Royalty Trusts, Insurance Products, Labour-Sponsored Funds, Mutual Funds, RESPs, RRIFs, RRSPs, Segregated Funds, Tax Planning Strategies.

For Partnerships and Corporations: Business Succession Planning and Buy/Sell Agreement Funding Recommendations.

For Employers: Employee Benefit Plans as well as Group Pension Plans. As well, individuals within the group plans benefit from expertise typically only available through the use of a personal financial planner.

Shawn is also a Notary Public for the Province of Saskatchewan.

Community Involvement

Shawn has been very active in several community organizations and activities.

  • President of the North Central Saskatchewan Chapter of CAIFA (Canadian Association of Insurance and Financial Advisors) for the term of 2001 to 2003.
  • Member of ADVOCIS (formerly called CAIFA), a voluntary, not-for-profit association of professional insurance and financial advisors since 1994.
  • Past-Chair of the Meewasin Foundation Planned Giving Committee.
  • Member of Knox United Church Human Resources Finance Committee.
  • Presenter in the areas of Financial Planning as it relates to Marriage Preparation, as well as Charitable Giving Strategies.
  • Memberships in Masonry and the Scottish Rite Associations, as well as the WaWa Shriners.

This diverse background leads to the formulation of his Mission Statement:
To provide excellent, knowledge-based financial services above and beyond client expectations.

Give Shawn a call to help you "put the wind in your retirement sails".

Katherine P. Windrem

Comptroller/Office Manager

We are very pleased to include Katherine Windrem in our company Comptroller position. Katherine was born in Hamilton, Ontario. She has a diverse background in the economies as well as work cultures as she has lived and traveled extensively throughout Canada.

Understanding the importance of a strong education, Katherine enrolled in St. Angela's Academy in Prelate, Saskatchewan in 1985 where she completed her High School education in 1989. This was an all girls private school.

Looking for a career in the business world, she traveled to Oulton College in Moncton, New Brunswick. Katherine enrolled in the Paralegal Programme to quench this thirst. She once again showed her desire and spirit for success by graduating with Honours as well as Class Valedictorian in 1992.

Since graduating Katherine has worked in several law offices in the position of a Paralegal. In 1994, she settled in Saskatoon and continued to work as a Paralegal before meeting Shawn R. Windrem.

In 1996, they were married and started their family in 1999. Their first born, Kaitlin, was born and 1999 and in 2000, they had a second daughter, Victoria. During the period that both children were at home, Katherine was a full-time stay-at-home mother.

Once the children were both in school, Katherine once again felt the urge to resume her search for career. By this time Windrem Financial Group Inc had grown rapidly and was in need of a full time bookkeeper. Katherine was up to the task. She very easily took on the role as Comptroller of Windrem Financial Group Inc. She is a much needed and valued resource.

Liberty Horsley

Senior Executive Assistant

Windrem Financial Group Inc. is very pleased to have Liberty join our TEAM.  She has a wide variety of experience in the insurance and mortgage broker marketplace.  At Windrem Financial Group Inc, Liberty is responsible for the investment side of the business transactions.  She oversees the day to day operations for trades and transfers from other agencies.  Liberty is definitely not afraid of conquering new tasks which fits well with Windrem Financial Group Inc as there are definitely many different daily challenges.  Moreover, Liberty makes sure that all the proper follow on transactions is completed to a standard higher than our compliance requires.  As well, she keeps clients  updated on the progress of a transaction and sends copies of the completed transaction for their personal records.  This ensures our clients that the job is done right and also give them the "WOW" experience.