Shannon Walters

Senior Private Banker @National Bank Private Banking 1859

Vancouver, BC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2024 — Present

Senior Private Banker @National Bank Private Banking 1859

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Vancouver, BC, CA

EDUCATION

2008 — 2010

The University of British Columbia

Master of Business Administration - MBA

N/A

UBC Sauder School of Business

Real Estate

1997 — 1999

Thompson Rivers University

Bachelor of Business Administration - BBA

SKILLS

Business DevelopmentWealth ManagementInvestment AdvisoryAsset AllocationBankingMutual FundsFixed IncomeStrategyInvestment ManagementInvestment StrategiesPrivate EquityLeadershipHigh Net Worth IndividualsPrivate BankingInvestmentsMarketingPublic RelationsRetirement PlanningPortfolio ManagementEquitiesFinancial PlanningSecuritiesEstate PlanningFinancial ServicesCrmRelationship ManagementCapital MarketsStrategic Financial PlanningWealthAsset ManagementWealth Management Services

ABOUT SHANNON WALTERS

I work with successful individuals, families, and family offices to navigate the complexities of wealth with clarity and confidence. My approach is personal and strategic - grounded in understanding each client’s values and goals, then bringing together the right experts to deliver tailored solutions across investments, commercial banking, credit, philanthropy, estate planning, and more.With a background in family office services and experience leading multidisciplinary advisory teams, I bring a collaborative, big-picture approach to banking. I draw on deep expertise in private banking and credit strategies, helping clients access customized solutions that support both their immediate needs and long-term vision. I’m also a strong advocate for financial literacy - empowering clients and their families to make informed decisions and build confidence in managing their wealth.

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Shannon Walters — Senior Private Banker at National Bank Private Banking 1859 in Vancouver, BC, CA | Unifers