Shawn R. Windrem, BA, CCS, CHS, CFP, CLU
President and CEO *
Certified Financial Planner
Investment Representative
Shawn was born and raised in Moose Jaw, Saskatchewan, and moved to Saskatoon in 1986 to attend the University of Saskatchewan. He is married, and he and his wife Kathy have two beautiful daughters, Kaitlin and Victoria. They enjoy spending time together; especially travelling together on family vacations.
Professional Background
Education Prior to Entry into the Financial Services Industry
Prior to choosing a career in the financial services industry, Shawn attended the University of Saskatchewan, completing three years of an Electrical Engineering Degree, and earning a Bachelor of Arts Degree. At the University, he also completed courses in Economics, Mathematics, Statistics, and Computer Sciences. During his last year, the Department Head of Political Studies hired Shawn to perform statistical analysis for a book that he was writing. Shawn took a year off after his BA before going back to University to start his path towards a Law Degree. In 1994, he entered the Financial Services Industry with Metropolitan Life. It didn't take long for him to develop a passion for and excel in this industry, which led him to a secondary educational path in the Financial Services Industry.
Financial Services Industry Education
Shawn completed the necessary exams to obtain his life insurance license and went on to complete the Life Underwriters Association Training Courses which provided him with the Level II life license. Committed to attaining the highest level of qualification in his chosen profession, he then pursued the Certified Financial Planner (CFP) course. He received his Certificate in Financial Planning from the Canadian Association of Insurance and Financial Advisors (CAIFA) in 1999, and in 2000, he completed the 6-hour exam for the Certified Financial Planner designation.
To further develop his knowledge, Shawn has completed the highly recognized designation of Chartered Life Underwriter (CLU). Achieving this designation indicates a high level of knowledge in the areas of Taxation, Law, and Estate Planning as it pertains to individuals, partners, and corporations.
Shawn's focus on providing his clients with the best and most current financial advice led him to complete his Canadian Investment Funds course, the Canadian Securities Course, and Conduct and Practices Course. He continues his commitment to education by taking courses to stay current in the Financial Services industry.
In 2015, Shawn enrolled in the CCS Designation course to become a Certified Cash Flow Specialist. The Certified Cash Flow Specialist (CCS™) is the first official designation in the field of Cash Flow Planning. Utilizing the designation will enable him to quantify the value of his advice by adding Cash Flow Planning to his practice. A financial plan is only worth the paper it's written on without a way to fund it. By adding Cash Flow Planning to his practice he will be able to help clients to find the money to help them achieve their goals.
Continuing with further educational development, in 2020, Shawn completed his Certified Health Insurance Specialist (CHS) designation. This designation provides the necessary knowledge to work in the Employee Benefits industry as well as provides an enhanced comprehension of individual insurance products to ensure the right fit for clients.
Services Provided
For Individuals: Retirement Planning, Estate Planning, Personal Financial Planning, Annuities, Fixed Income, Income and Royalty Trusts, Insurance Products, Labour-Sponsored Funds, Mutual Funds, RESPs, RRIFs, RRSPs, Segregated Funds, Tax Planning Strategies.
For Partnerships and Corporations: Business Succession Planning and Buy/Sell Agreement Funding Recommendations.
For Employers: Employee Benefit Plans as well as Group Pension Plans. As well, individuals within the group plans benefit from expertise typically only available through the use of a personal financial planner.
Shawn is also a Notary Public for the Province of Saskatchewan.
Community Involvement
Shawn has been very active in several community organizations and activities.
- President of the North Central Saskatchewan Chapter of CAIFA (Canadian Association of Insurance and Financial Advisors) for the term of 2001 to 2003.
- Member of ADVOCIS (formerly called CAIFA), a voluntary, not-for-profit association of professional insurance and financial advisors since 1994.
- Past-Chair of the Meewasin Foundation Planned Giving Committee.
- Member of Knox United Church Human Resources Finance Committee.
- Presenter in the areas of Financial Planning as it relates to Marriage Preparation, as well as Charitable Giving Strategies.
- Memberships in Masonry and the Scottish Rite Associations, as well as the WaWa Shriners.
This diverse background leads to the formulation of his Mission Statement:
To provide excellent, knowledge-based financial services above and beyond client expectations.
Give Shawn a call to help you "put the wind in your retirement sails".
* Any activity in relation to my title as President and CEO of Windrem Financial Group Inc. is related to my insurance business only and is not the business of/or under the supervision of Quadrus Investment Services Ltd.
Katherine P. Windrem
Comptroller/Office Manager
We are very pleased to include Katherine Windrem in our company Comptroller position. Katherine was born in Hamilton, Ontario. She has a diverse background in the economies as well as work cultures as she has lived and traveled extensively throughout Canada.
Understanding the importance of a strong education, Katherine enrolled in St. Angela's Academy in Prelate, Saskatchewan in 1985 where she completed her High School education in 1989. This was an all girls private school.
Looking for a career in the business world, she traveled to Oulton College in Moncton, New Brunswick. Katherine enrolled in the Paralegal Programme to quench this thirst. She once again showed her desire and spirit for success by graduating with Honours as well as Class Valedictorian in 1992.
Since graduating Katherine has worked in several law offices in the position of a Paralegal. In 1994, she settled in Saskatoon and continued to work as a Paralegal before meeting Shawn R. Windrem.
In 1996, they were married and started their family in 1999. Their first born, Kaitlin, was born and 1999 and in 2000, they had a second daughter, Victoria. During the period that both children were at home, Katherine was a full-time stay-at-home mother.
Once the children were both in school, Katherine once again felt the urge to resume her search for career. By this time Windrem Financial Group Inc had grown rapidly and was in need of a full time bookkeeper. Katherine was up to the task. She very easily took on the role as Comptroller of Windrem Financial Group Inc. She is a much needed and valued resource.
Jordan C. Balogh
Executive Assistant
Jordan was born and raised in Calgary, Alberta. After completing her high school education, she promptly joined the insurance industry in 2015. Beginning her professional career with PPI, or at the time PPI Solutions, in the New Business area she quickly advanced and joined the Contracting Administration team. By 2019 she had become an Agency Admin and was working alongside numerous advisors, including Windrem Financial Group Inc., to help begin or advance their insurance licensing and contracting.
In 2020 Jordan made the decision to relocate to Saskatoon, Saskatchewan to be closer to family. With this move also came a career transition, as she joined another side of the financial industry and began her career in banking, first with RBC and eventually progressing to work as a Personal Banking Advisor with TD.
Wanting to further expand her professional experience in 2022, Jordan made the transition back into an administrative role as an Admin Assistant within the accounting industry, joining a local firm in Saskatoon. From here she came to find her passion for all things administration. Through a chance reconnection with Windrem Financial Group Inc. she found herself her back in the insurance and financial services industry. Jordan is very excited to be joining a fast paced and multi-talented TEAM. WFGI is very excited to have Jordan joining the TEAM as an Executive Assistant!
Junior Associate
Junior Associate:
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