Shannon Walters

Shannon Walters

Director, Family Office, KPMG Enterprise

KPMG in Canada

As a Director in the GVA and a main point of contact for Family Office clients, Shannon focuses on understanding your values and goals, then provides a detailed roadmap to help reach your objectives. She provides holistic strategic planning while coordinating expertise within KPMG’s multifunctional services.

Shannon is a trusted family advisor, experienced in providing wealth management guidance to HNW families and individuals.  Over the last two decades, Shannon has specialized in personal financial planning, asset management, goals-based discussions, coordinated asset allocation strategy and investment policy decisions.  

She works closely with families to help them navigate the unique dynamics inherent in the business-family relationship, including intergenerational legacy planning. Shannon is dedicated to supporting and enhancing the growth of the next generation business leaders by providing customized financial literacy programs.

Areas of expertise
Enterprise Family Owned Businesses High Net Worth Individuals Integrated business planning Succession planning Wealth Asset Management
Education and qualifications
  • Master of Business Administration (MBA), UBC

  • Bachelor of Business Administration (BBA), UBC

Accreditation
  • Certified Financial Planner (CFP) – FP Canada

  • Advanced Certificate in Advising the Family Business (with distinction) - STEP