Shelley MacIntyre, CLU, CHS
Financial Planner
Since beginning her career in financial services in 2006 with Freedom 55 Financial/London Life, now Canada Life, Shelley has built her practice around one core philosophy: Client Focused. Team Driven. She believes successful financial planning is never about products alone. It is about understanding people, protecting what matters most, and creating strategies that evolve alongside every stage of life. Shelley joined the Secura Financial team in 2022 to better serve her clients by leveraging shared resources and strengths to deliver a consistently high level of service.
Shelley’s approach combines compassionate guidance with advanced technical expertise. She holds the Chartered Life Underwriter (CLU) designation, specializing in advanced tax, estate, and succession planning. This expertise allows her to help clients navigate complex financial decisions with confidence and clarity.
Her knowledge is especially valuable for retirees seeking tax-efficient income strategies, business owners preparing for succession or ownership transitions, and families focused on preserving and transferring wealth across generations. Shelley works closely with accountants, lawyers, and other professional advisors to coordinate integrated planning solutions designed to minimize tax, maximize estate value, and protect family legacies.
Whether helping a business owner structure a succession plan, guiding retirees through wealth preservation strategies, or assisting families with estate transfer planning, Shelley is known for delivering thoughtful advice that balances technical precision with genuine care. Clients value her ability to simplify complex financial matters and translate them into clear, actionable recommendations tailored to their goals.
Beyond financial planning, Shelley is passionate about giving back to the community. Charitable giving and community involvement are central to both her personal values and professional practice. Through her annual Share and Grow campaigns, she encourages clients to make a meaningful impact while building a lasting legacy of generosity.
On the personal side
Shelley’s values are rooted in family, resilience, and community. Born in Trenton, Ontario, and raised in a military family, she spent part of her childhood in Cold Lake, Alberta before returning to the Trenton area. She grew up involved in Highland dancing, gymnastics, and soccer, experiences that shaped the discipline and dedication she brings to her work today.
Shelley and her husband raised two daughters and now enjoy time with their growing family, including their grandson. Outside the office, she enjoys hiking, camping, canoeing, kayaking, home renovations, and volunteering through her church and local charities. Family remains at the heart of everything she does, and she believes the strongest financial plans are built not only to grow wealth, but to support the people and relationships that matter most.
For clients seeking experienced guidance, sophisticated planning expertise, and a trusted advisor, Shelley offers both technical knowledge and a genuine commitment to helping them move forward with confidence.
Specializations
- Business owners and entrepreneurs
- Retirement planning
- Retirement income planning
- Wealth preservation and legacy planning
- Comprehensive financial planning
What Clients Are Saying
“Our firm has been working with Shelley MacIntyre for the past 18 years, and she has always gone above and beyond to provide our business with the support we need. In the early years, Shelley provided support primarily with our company benefits plan. In more recent years, she has helped us navigate key-person life insurance, life insurance products in general and financial planning. When we need her, she is there. When she can’t be available, her wonderful staff are there to step in. My business partner and I feel more secure in our long-term financial planning as a direct result of her inputs and advice. I would highly recommend Shelley and the team at Secura Financial.”
Kevin
“I’ve had the pleasure of working with Shelley and her team over the last two decades. Shelley consistently demonstrates strong analytical skills, sound and timely financial insight, and outstanding customer service. Her thoughtful approach and professionalism build a solid base of trust and comfort. Shelley is supported by a strong financial team that is ready to assist, ensuring that we receive exceptional service, expertise and feedback. I highly recommend Shelley and her team to anyone seeking client-focused financial advice.”
Darryl
“My husband and I have always been a bit leery of those in the financial planning world. We decided to start with a small investment with Shelley, to test the waters. She is the most caring, understanding and patient person with all of our dealings. She has guided us in all our financial decisions, only looking out for our best interests. She doesn’t hesitate to reach out to her team to help answer the many questions that we ask and always gets back to us quickly. Our small investment grew, and we were so confident in Shelley’s management advice and our relationship that we have moved all our investments for her to oversee. We now rest easy, knowing that our financial future is in good hands.”
Theressa & Don
“For trying to invest on our own and failing….Shelley corrected our mistakes and advised us and placed our investments in a strategic path to prosperity. I personally have 100% satisfaction with where Shelley has invested our retirement savings. I would personally recommend Shelley as an advisor for anybody looking for someone to help guide you through growing your investments. Complete confidence in Shelley’s ability to grow your wealth and watch the turbulent market and make changes accordingly to protect your savings.”
Royal
“My husband and I have been working with Shelley and her team at Secura for a few years now. I say “working with” because we always feel a part of the team and all of the decisions made. The team is quick to respond to questions we have. We feel confident that they are continually on top of market changes and fluctuations while taking care of our finances. We can just sit back and enjoy retirement.”
Tom & Sandra
“We’ve been incredibly pleased with the service we’ve received from Shelley and the team at Secura Financial. They have taken the time to understand our family’s needs and have helped us put the right insurance in place for us and our children, as well as guiding us with our RESPs. They’ve also been a trusted partner in helping us with our business benefits and health plans, making what can often feel overwhelming simple and straightforward. Throughout every interaction, Shelley and the team have been knowledgeable, responsive, and genuinely caring. It’s been an absolute pleasure working with them, and we wouldn’t hesitate to recommend Secura Financial to anyone looking for trusted financial and insurance advice.”
Liz