Your partner in personalized, full-service wealth management

Adrian Greyling has been helping clients in the financial services industry for over 28 years, with a particular focus on wealth management. He takes pride in designing tailored strategies to protect the long-term financial wellbeing of his clients. 

Adrian has extensive knowledge of retirement planning, education funding, and tax-efficient investing. He always takes a client-first approach, working closely with each individual client to understand their goals, and design the financial plans that can make those goals happen. 

Outside of work, Adrian enjoys cooking and playing the piano - though not at the same time, of course!

Shawna serves as the insurance specialist at Parasol, with over 25 years experience in personal insurance solutions — including in Life, Critical Illness, and Disability Insurance, as well as Group Benefits, Travel Insurance, Segregated Funds, Annuities, and Guaranteed Investment Certificates. Shawna has earned the Associate Customer Service and Associate, Insurance Agency Administration designations. She is also licensed as a Life Insurance Agent through the Financial Services Regulatory Authority of Ontario.  

Shawna works closely with clients to identify their specific needs and goals, providing tailored strategies to support both short and long-term financial objectives. She knows that education is essential, and always works to help clients understand how their insurance solutions fit within their overall financial plan. 

Outside of work, Shawna is deeply involved in her community. She serves as Volunteer Vice President on the Board of Directors for her local gymnastics club, and has spent over 15 years as Treasurer at her local school, raising tens of thousands of dollars to enhance student experiences. Together, Shawna and her family have also fostered more than 250 cats and kittens since 2018.