In this episode of The Open House, hosts Ben Robitaille and Richard Thompson sit down with Shannon Mortson, a financial planner and insurance professional with World Financial Group. Shannon shares her journey into the financial world, her passion for helping families achieve long-term security, and the practical steps anyone can take to build a stronger financial foundation.
From understanding the role of insurance to finding balance between risk and reward, this conversation is packed with insights for entrepreneurs, homeowners, and anyone looking to take control of their financial future.
Connect with your hosts:
📩 Ben Robitaille — ben@bensells.ca
📩 Richard Thompson — richard@georgianbaylending.com
Follow The Open House for more real conversations with the people shaping business, finance, and community life around Georgian Bay.
