Our Trusted Team

“The key to finance is educating yourself on how money can work for you.”

• Certified Financial Planner
• Life Insurance Licence
• Mutual Fund Licence

Shannon, is the heart of Belay. She showed Dahlin the importance of a cohesive financial plan, and how it was the best choice for the clients she cared so much about. It was this care and deep sense of compassion which drove her to find new ways to help them – including obtaining her Certified Financial Planning designation.

For 26 years Shannon has been living out her passion through helping people get their finances in healthy working order. Though her credentials play a large part in doing this, her true strength lies in getting to know her clients and finding the remedy which suits each one, reaping the benefits a less personal approach cannot.

It’s not just short-term help, either. Shannon is all about teaching people – young and old – how to best manage their money so they can maintain their financial stability. By helping families become financially successful, Shannon hopes to create lasting change which they can pass on to future generations.

When not helping people reach their financial goals, Shannon enjoys reading, spending time with her family, and helping at her local church.

“We want to be the primary resource for people seeking to maximize their wealth and ensure them long-term financial security.”

• Certified Financial Planner
• Chartered Professional Accountant
• Management Degree
• Life Insurance Licence
• Mutual Fund Licence

Dahlin is the technical mind behind Belay. His ability to see the big picture has shepherded the company to the heights it has, pushing the boundaries of the financial sector, and ultimately, creating an ideal business model to the benefit of everyone involved.

With no divide between financial planning and accounting in his mind, Dahlin saw how the combination of both could benefit everyone. Through a long, tedious process, Dahlin eventually obtained licenses to run both an accounting firm & a financial planning firm – the first of its kind in Canada.

Since 2011, Dahlin has been perfecting the holistic financial planning approach, and has built these bones into Belay. He’s excited about Belay’s unique ability to offer clients and advisors access to this cutting-edge business model, creating a win-win-win situation

When not working, Dahlin enjoys spending quality adventure time with his wife and three young boys water skiing, rock climbing, and helping out at their local church.