Shereen Debanné

Shereen Debanne
Shereen Debanné

Associate Portfolio Manager

Senior Investment Advisor

MBA

CFP®

CIM®

Committed to understanding your needs and helping you achieve your vision of success

Phone

Office

(613) 783-5133

Office Location

360 Albert Street Suite 1100 Ottawa, ON K1R 7X7. map

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Drawing on deep industry knowledge gained from 28 years in the financial services industry, Shereen strives to provide the highest level of comprehensive portfolio and wealth management services to clients.

By addressing the challenges clients face, and addressing them with a well thought out plan of action, Shereen strives to make her clients feel confident that they are firmly in control of their financial affairs. Investment strategy and portfolio management, financial planning, portfolio tax efficiency, income planning, retirement and estate planning strategies - these are the areas of expertise Shereen brings to the relationships she builds with clients.

Shereen began her career at Midland Walwyn in 1994 and joined TD in 1997. She holds her Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®) and is a Fellow of the Canadian Securities Institute (FCSI®) designations. Shereen is an Honours Graduate from the University of Western Ontario and holds her Executive MBA from Queens University Smith School of Business. Shereen acts as a Senior Investment Advisor and Associate Portfolio Manager for her clients.

Outside of the office, Shereen enjoys spending time with her husband Paul and two children, Chloé and Zachary. She is an active Board member (Vice Chair) supporting the needs of women and children in Ottawa and also volunteers as a Project Advisor for Queen's EMBA Americas program. Shereen is passionate about yoga, cooking, hiking and travelling.

Phone

Fax

(613) 783-4075

Branch Phone

(613) 783-6197

Branch Fax

(613) 783-4075

Certificates

MBA

CFP®

CIM®

Lifetime Wealth Advisory Group

Lifetime Wealth Advisory Group
The name of our advisory practice reflects that conviction. At Lifetime Wealth Advisory Group, we believe that there is no substitute for personal attention when dealing with financial security. We build relationships from the bottom up so the foundation is secure and - above all - durable.