Shane Nixon, CFP®, CIM®, CLU®, BBA (HONS)
President of SGN Investments
About SGN Investments:
SGN investments was formed in 2021 by Shane and Gail Nixon to support and build the legacy of Jack D. Stewart Investments Ltd. Jack Stewart wrote the first GIC back in 1964 and with the help of his son Peter, together they built an enviable business by focusing intently on the needs of their clients. After a long and successful career, Peter retired in 2022 entrusting the legacy of Jack D. Stewart investments to Shane and SGN Investments Ltd.
With almost 25 years in the financial world, licensing as a portfolio manager, securities, and life/disability insurance licenses, Shane can provide a myriad of extra services, advice, and value to the clients of Jack D. Stewart Investments.
About Shane Nixon:
“I came to realize that a life lived to help others is the only one that matters and that it is my duty … This is my highest and best use as a human.” – Ben Stein
Shane lives by that statement and uses his 20+ years of knowledge and expertise to help clients achieve their financial goals and reduce their financial stresses.
Born and raised in the Caledon area, Shane has become a highly respected leading financial advisor. He has built a successful practice by listening and focusing on his clients needs and goals.
Shane began his career and honed his skills at one of the largest independent dealers in the country. Maintaining his independent and entrepreneurial spirit, he moved. During this time Shane committed to constantly improving his knowledge, skills, and value for clients by achieving his Life and Disability insurance licenses, his CERTIFIED FINANCIAL PLANNER®, Chartered Investment Manager (CIM), and Chartered Life Underwriter (CLU) designations in addition to his BBA(Hons) in Entrepreneurship. He believes that his passion for learning and keeping at the forefront of the financial industry will ultimately benefit his clients.
In his family time Shane is a dedicated husband and father of two rambunctious but incredible little boys. A former competitive triathlete, Shane can still be found riding the hills of Caledon or swimming at the local pools. He continues to play hockey, volleyball, and can still belt out a tune on guitar at a party or campfire.
Margaret May-Rutter, Administrative Assistant
About Margaret May-Rutter:
Margaret joined the Team in July of 2022. Her key role is managing the administrative duties of SGN Investments, such as client account opening and account updating, contribution changes and set ups, assisting with inquiries on client accounts, and ensuring a well-organized and professional experience.
Margaret has extensive Administrative Assistant experience. Over the years, she has had the pleasure of working with a diverse group within the engineering, legal and financial sectors. Margaret has acquired several Administrative Course Certificates and is a strong administrative professional.
Margaret resides in Orangeville for the past 26 years. Spending her spare time with her husband, children, grandchildren, and friends. Either traveling, camping, archery, or with her husband on their motorcycle enjoying the beautiful surrounding countryside.
Shane Nixon, CFP®, CIM®, CLU®, BBA (HONS) is also a Portfolio Manager, and Senior Wealth Advisor at iA Private Wealth® | Caledon Hills Private Wealth which is not affiliated with SGN Investments. If you want find our more information about the services provided by Caledon Hills Private Wealth please feel free to visit us at: www.caledonhillsprivatewealth.ca
Caledon Hills Private Wealth and iA Private Wealth are not affiliated with SGN Investments in any way.