Our Team

Canada’s Top Women Wealth Advisor

With over 25 years of financial industry experience, and owner of The Pension Specialists Inc., Shelley is passionate about making a difference in her clients’ lives. Shelley’s approach starts with taking the time to get to know her clients, in order to help provide clarity and guidance for their financial future. Her goal is to demystify and simplify the world of financial planning by making the information clear, concise and easy to understand.

Shelley truly loves what she does and has committed her whole life to helping others. She holds several professional designations including, Certified Financial Planner (CFP), Registered Retirement Consultant (RRC), Certified Executor Advisor (CEA) and Elder Planning Counselor (EPC) designation.

Shelley is a member of Advocis, the Financial Advisors Association of Canada, and is a 10-year qualifying member of the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals.

Shelley’s personal mission is to bring financial peace of mind to clients as they begin their transition into retirement. She strongly believes in the importance of aligning life’s possibilities with financial needs.

When not working, you will find her spending quality time with her husband and family – playing card games and enjoying the great outdoors. She is passionate about giving back and regularly volunteers. One of her latest achievements is the IPC Cares Award.

Licensed with IPC Securities Corporation.

After 30 years of coaching and consulting Financial Advisors, Michael Leonardelli has decided to direct his extensive industry experience towards becoming a Wealth Advisor. In 2021, Michael joined The Pension Specialists Inc. team. His expansive industry knowledge coupled with his commitment to delivering a remarkable client experience will ensure each of his clients receive the highest level of professional advice. Ultimately, Michael is ready to apply his learning and experience in helping advisors build better businesses to his own practice.

Michael’s passion for working with others drives his desire to provide clients guidance that will help them navigate through life and it’s many transitions. His approach: making the complex simple. This approach not only ensures his clients understand the journey every step of the way, but also aligns with his personal motto, which is to “care more”. This is Michael’s attitude with each of his clients.

Michael's wife, Sandra, is also a Financial Advisor. The opportunity to work with others to help them achieve their goals runs deep in the family.

When Michael is not working, he is looking at ways he can give back. Michael has completed two mission trips to Honduras, where he and a hard-working team of people helped improve a community’s water situation and overall living conditions. Beyond his time in Honduras, Michael has been a “charity rabbit.” He has run 5 marathons to raise money for a school that supports children with Autism. On his free time, Michael enjoys time with his family, travelling, reading, and strives to embrace each and every day.

Michael is a graduate of York University with a B.A. in Administration Studies and has successfully completed the Canadian Securities Course, Wealth Management Essentials and Conduct and Practices Handbook.

Licensed with IPC Securities Corporation.

With over 20 years of financial industry experience, Sandra Leonardelli is a financial advisor with heart. Committed to building a personal relationship with each of her clients, Sandra is dedicated to assisting their unique needs, while keeping their financial goals and personal happiness at the core of her business. Running a goal-based practice, Sandra utilizes financial plans and wealth management strategies that provide her clients with peace of mind at each stage in life, as they work together to achieve financial success. Sandra is a Personal Financial Planner and holds a Bachelor of Economics from York University.

Licensed with IPC Investment Corporation.

For more than twenty years, Patricia Walsh has helped her clients optimize their finances to plan for retirement and to protect their families in preparation for inevitable life events.
 
Patricia specializes in insurance protection, retirement planning and estate settlement including wealth transfer from one generation to the next. She is a teacher at heart, who applies an educated, organized, and conservative approach when providing financial and investment advice.
 
A loss or change in your financial situation can turn your life upside down. Thinking ahead and preparing for the unknown is critical, so creating a solid plan for the future is always at the top of her list.
 
A long-time resident of the Durham Region she currently resides in Pickering and is a mother to two adult children, Christina, and TJ.

Patrick has been cultivating a career in the financial services sector for over half a decade. Upon graduating from Brock University with a Business Administration degree, he began his career donning a mascot costume of a grape and managing the finances of the Niagara Grape & Wine Festival.

After returning home to Oshawa in 2021, Patrick joined The Pension Specialists as Michael’s assistant and has been his right-hand man ever since. With a desire to share his knowledge and experience to help younger couples and individuals save for their life-long dreams, Patrick has worked diligently to become an Associate Advisor. He is excited to enter this new chapter and help clients realize their full potential through strategic planning and goal setting.

If you’re looking for Patrick outside of office hours, your best bet is to check BMO Field. When he’s not losing his voice cheering for Toronto FC, you may find him riding his bike through trails, playing with his niece and nephew, or walking his lovely dogs.

Tanya has thoroughly enjoyed working in the financial services industry for over 23 years. After spending most of her career coaching and consulting Financial Advisors, Tanya decided to redirect her vast knowledge and experience in the financial services industry towards helping others realize their financial goals. 

Tanya joined our group in 2002,  as an Associate Advisor, she helps Sandra with the preparation of client reviews, financial planning, and implementation of our Wealth Management Experience. Tanya also provides a check and balance system of all our financial transactions.

Tanya’s unwavering passion and strong commitment to delivering the highest level of service, has built a reputation for providing our clients with the exceptional care and attention they expect and deserve.

Stephanie’s our “VP in Charge of Keeping Shelley Organized”; she’s been Shelley’s right-hand from the very start.  She’s our #1 Client Experience Specialist who actively seeks the best possible outcome and experience for our clients. Stephanie understands every nuance of client administration and while she’s busy dotting every i and crossing every t, she is also finishing Shelley’s sentences for her. Steph runs a tight ship, she keeps us all in line, makes sure every call and query are answered and ensures that nothing falls through the cracks.