About Us

Our Approach

Working with us

Any person, any walk of life, any bank balance. That’s who we work with at WealthStone. Because we value people and their dreams, not their net worth, our focus is on relationships, trust and respect. With that in place, we become your guide and build a financial plan that’s all about you. Literally.

We know what it’s like to want this kind of relationship with a financial advisor. Our journey with money started with feeling like our net worth was well, not worthy. You will never feel this way with us. You have enough, and you are enough at WealthStone.

Whether you’re just starting out, struggling to make ends meet, starting a career, raising a family, approaching retirement or want to optimize your nest egg, we can help you do more with what you’ve got. Your journey is unique. We embrace it and are committed to helping you have what you need to live your very best life.

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Greg Shaw

CEO / Wealth Advisor

Greg’s career in financial services began in 2003 after spending 10 years running his own computer technology business.  Greg’s deep understanding and passion for technology has evolved over the years and has had a huge impact on the depth of his continual study and education in the financial services industry.  He enjoys constantly educating himself on the ever changing range of financial products available, on tax laws, estate planning, and of course the fluctuating market conditions.
Greg really enjoys working to create custom financial roadmaps- whether it’s for young families just starting out in life, planning for retirement, or estate and succession planning.  He enjoys helping each person one step at a time move towards their own unique goals for their lives using tailored financial strategies.
It’s really clear when you get to know Greg that family is a huge priority in his life.  His wife Jacqueline and their four kids are his greatest treasures of all, and quality time spent together with them is his absoluite favourite.

Jacqueline Shaw

Co-Owner / Office Manager

After enjoying 20 years as a music teacher working with families, cultivating long term relationships and inspiring the love of art and creativity, Jacqueline made the career change to work closely with families to help them achieve their financial goals and dreams. She finds it such a joy to work alongside her husband building deep connections with each of the families they work with. One step at a time, walking through this journey of life together, closer to the fulfillment of each goal.

When Jacqueline is not at the office, she absolutely loves spending time with Greg, their four children and their little miniature schnauzer Mila enjoying their many adventures on the beautiful west coast.