Advisor profile


My approach

Helen Margaret Shonbrun - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Helen Margaret Shonbrun - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Women's Financial Strategies
  • Insurance
  • Retirement Income Strategies
  • Saving for Education
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Interests

There is little I enjoy more than spending relaxed time, often in a restaurant, laughing and listening and chatting away with my friends – and so many of my friends are also my clients. Another thing I love is travel abroad, preferably in a country I haven’t visited before, to experience their culture, economy, historical monuments, museums, boutiques, landscapes, culinary delights and, most of all, their people.

My other joy is reading – fiction and non-fiction, and I make a point of finding time to read every day. (Otherwise I’m sure my brain would atrophy and I would be bored!).