WealthUp Investments specializes in the Exempt Market and offers many types of private investment opportunities to help diversify and boost their client’s portfolios. The original private investment company was founded in 2007 based on the principle of “learn before you earn”. It has evolved over the years with the changes in the market but that core principle has stayed the same. Many people fear investing, especially in the private capital market, because they don’t feel that they know enough to make informed financial decisions and they fear they will lose their money. WealthUp can change all of that by teaching you (quickly and easily) what the Exempt Market is all about and how you can profit from it.
Shannon is a registered Exempt Market Dealing Representative and has worked in Canada’s private capital landscape for over 9 years. She holds her Canadian Securities Course, is an active member of NEMA and is licensed with WhiteHaven Securities Inc. – an Exempt Market Dealer.
Formalities aside, Shannon is passionate about investing and personal finance. She doesn’t see herself as a salesperson but rather an educator as she has a real knack for making people feel comfortable and confident about what they are learning.
Shannon’s goal is to help people reach their financial dreams, both in their day-to-day lives and especially in retirement. Her knowledge, experience, friendly nature and ability to speak to any level of investor have all helped her company grow into the “go-to” place for private investments. Shannon’s clients have profited from many solid, quality investment opportunities that have produced great returns. And so can you.
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In Canada, it is best practice to be registered to sell Exempt Market securities.
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