Shannon Walters

Shannon is an Executive Director at KPMG’s Vancouver Family Office practice. She is a Family Enterprise Advisor who focuses on understanding her clients' unique needs though a robust discovery process, then articulating their priorities within a customized roadmap for their family office. She seamlessly coordinates all facets of wealth planning and family dynamics, which includes leading a team of multidisciplinary subject matter specialists. She is passionate about providing financial literacy and customized education throughout each stage of the planning process. Prior to her role at KPMG, she acquired over 17 years experience in financial planning and private banking.