Shaun Valeriote, CFP, CLU

Financial Planner
Investment Representative

Shaun launched Valeriote Financial Inc. in 2021 with the intent to establish his own brand within the financial services industry. Prior to this, Shaun was a Financial Security Advisor with Freedom 55 Financial for five years. In 2019, he earned his Certified Financial Planner® professional designation, the industry's most highly recognized designation for financial planners. In 2022, he earned his Chartered Life Underwriter designation, Canada's most prestigious designation for estate planning and wealth transfer. Prior to his career as a Financial Planner, Shaun worked in the investment management and administration office for one of Canada's largest private pension funds. Shaun resides in Guelph with his wife, Maegan and their son, Nashton. 

[email protected]
519-835-4286

 

 

What's in a name?

Shaun chose to use his surname for the business because he feels that it represents one of his most important values – family.  Most people make major financial decisions with the intent to better their lives for themselves and their loved ones. It's with that in mind that Shaun helps families and business owners make the important financial decisions at every stage of life. 
 
"The Valeriote’s have a lengthy history of operating businesses in Guelph and surrounding communities. The goodwill that previous generations have created for our family is something that I take extreme pride in. By putting our family name at the forefront of my business, I commit that same level of pride to the work that I do with my clients. My goal is to provide each and every client with a genuine experience backed by independent, sincere, and well-thought-out advice." - Shaun Valeriote

Jessica Eusebio

Administration and
Compliance Assistant

Jessica took a keen interest in finances when she wanted to buy her first home and became aware that her mother had been stashing away many years of birthday, tooth fairy and holiday money to save for her down payment. Her family set a strong impression on her in that it was never too early to save for the future. She started her career in public relations predominately working in the nonprofit sector, clearly using her budgeting and money-saving tactics to plan and manage effective and successful fundraising events and campaigns. For the last few years she has been a stay-at-home mom and homesteader, raising her kids and homeschooling them part-time, growing and preserving her garden's bounty and soaking in nature at her rural home. She is eager to re-enter the work force, especially being part of the Valeriote Financial team. On her spare time she volunteers at her kids' school, for environmental causes and pitches in at local organic farms. She is passionate about hiking, camping and canoeing, discovering new craft breweries, and living an earth-friendly and sustainable life.