Founded in 2011, Shipton Duric and Associates has grown to specialize in developing vigorous risk management through sound asset allocation, with tactical rebalancing based on data-driven events. Our approach leads to peace of mind, restful nights, and deeper relationship with what matters most to you.
Through years of experience, we have elevated our customer service and relationships, putting your best interests first and foremost, guiding you to reach your own unique goals. Our customized planning solutions deliver you with the desired results because our foundation is built on honest guidance and trust. Most of our clients and their families have trusted us for more than a decade with their wealth.
Our company was built by investment advisors, for our clients. Clients come first. We are proud to offer clients advice that’s free from sales tactics, and that has been tailored to their specific circumstances. In our process, our open architecture ensures the best solutions for our clients.
We have an entrepreneurial culture, and we excel at business, thanks to our experienced and thoughtful team of advisors. We mimic the role of our client’s CFO to protect them from financial pitfalls by providing them with consistent, sound advice. We ensure that every aspect of your financial life is taken care of.
We are a strong institution that understands that every client is unique. Our Financial Advice is crafted from a foundation of independence. We do not have any of our own products and continue to scour for the best solutions for our clients. At Shipton Duric, we have full access to the markets and our CIO does not bind our recommended lists.
As part of the Wellington Altus family, our client’s can invest with confidence knowing the National Bank Independent Network (NBIN), a division of National Bank of Canada, ensures safe custody of all their assets. They perform our back-office services with the security of a Schedule 1 bank. The privacy and integrity of our clients is something that Wellington-Altus aims to protect at all costs.
Shipton Duric & Associates is dedicated to delivering the best advice and process for unparalleled support in every service we provide. We aim to ensure that every aspect of an individual’s financial life is cared for with the utmost expertise and guidance. Our clients and advisors can expect the best in both platforms and solutions for their specific financial requirements.
BA, EPC, CIM
Senior Wealth Advisor & Senior Portfolio Manager
Insurance Advisor, Wellington-Altus Insurance Inc.
As Senior Portfolio Manager, Paul is responsible for all advisory aspects of client relationships. As co-founder of Shipton Duric & Associates, Paul is responsible for strategic direction and business development for the practice. As Insurance Advisor with Wellington-Altus Insurance, Paul is responsible for providing clients with insurance planning advice.
BBA, CIM, DMS, FMA
Senior Investment Advisor & Senior Portfolio Manager
As Senior Portfolio Manager, Omar is responsible for analysis, construction and execution of portfolio models and provides investment advice to clients. As co-founder of Shipton Duric & Associates, Omar is responsible for strategic direction and business development for the practice.
Senior Investment Associate
As Senior Investment Associate, Beverly’s responsibilities include administration work flow and oversight, client account inquiries, transaction processing, withdrawal requests, account set-up, recurring events, transfers and account paperwork.
As Associate and Receptionist to the Gibsons office, Kelsey’s responsibilities include client account administration and servicing, maintenance and supply of our Gibsons Office.