The Flatiron Spotlight

A curated space to showcase Flatiron Wealth's media & events.

Coffee Travel Series-Mexico Edition

Media

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April 16, 2026
On a recent family trip to Mexico, Andrew Sheppard CFP, CIM, CLU carved out some time for an early morning coffee, before the kids woke up (which, with teenagers, is a pretty safe bet). Somewhere between the grind and the first sip, things got a little reflective.
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Happy International Women's Day

Event

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March 8, 2026
Women are not just participating in the economy, they are shaping it. At Flatiron Wealth, we see this momentum every day. Women building businesses from the ground up. Leading organizations with clarity and conviction. Happy International Women’s Day.
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BTS: Flatiron Shoot Day

Media

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February 18, 2026
Behind the scenes at Flatiron Wealth 🎬 Throwing it back to our shoot day for our New Year and birthday videos. A great time with the team! Stay tuned and follow along… we captured a lot of good stuff that you won't want to miss.
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Happy Birthday from Flatiron!

Video

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January 26, 2026
Birthdays have a way of sneaking up on us... and they’re a perfect excuse to pause, check in, and see how you’re really doing. At Flatiron Wealth, we take birthdays seriously. They’re a natural moment to stop, reflect, and make sure your plans still match the life you’re living.
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Brewing Momentum For 2026

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January 26, 2026
Brewing momentum for 2026... A great cup of coffee, like a strong financial plan, starts with quality ingredients, the right balance, and a little patience. From all of us at Flatiron, thank you for trusting us to help keep your momentum strong in 2026.
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Bonus Story: A Real Life Scam

Podcast

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August 13, 2025
Don’t miss this special bonus video featuring Andrew Sheppard sharing his firsthand account of a bonus scam.
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Scamproof Your Wealth

Podcast

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July 30, 2025
In this video, Andrew Sheppard shares firsthand stories from the front lines of financial fraud, and the measures we’ve put in place to protect our clients.
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Financial Planning & Freedom

Video

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June 29, 2025
Most people think financial planning is all about numbers… budgets, tax brackets, retirement targets. But the truth? It’s about freedom. Freedom to choose. To say yes to what excites you—and no to what doesn’t serve you. To live life fully, on your terms. Let’s talk about what freedom looks like for you.
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QuantamSmart X Flatiron Mixer

Video

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June 25, 2025
We teamed up with the fantastic crew at QuantumSmart to host a networking event that felt more like a gathering of old (and new) friends than your usual networking mixer. The Flatiron did its thing (as it always does), sparking curiosity, conversation, and a lot of "wait, there's a tunnel underneath Wellington St. that Gooderham used to move his money to his bank?"
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Global & Mail Panel Feature

Event

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June 16, 2025
Proud to see Andrew Sheppard featured on a The Global and Mail panel exploring the Future of Financial Advice. From team integration to AI trends, the message was clear: clients want clarity, not complexity.
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Inheritance: Dos and Don'ts

Video

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June 4, 2025
In this Spotlight post, we’re revisiting a podcast I joined last year with Viive Planning, all about managing an inheritance. We covered the key do’s and don’ts of navigating sudden wealth, with practical advice for anyone facing this life transition. Watch the full conversation below.
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Navigating Market Turmoil

Video

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May 29, 2025
With all the noise in the headlines, it’s only natural to ask: Should we be changing course? In this week’s video, Andrew Sheppard, Managing Partner at Flatiron Wealth, shares how to stay grounded and make strategic decisions in unpredictable markets.
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5 Money Smart Tips

Video

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May 26, 2025
This #MoneySmartWeek, Andrew from Flatiron Wealth breaks down the power of compounded growth—one of the smartest, simplest ways to grow your money over time. From starting early to staying invested, these 5 steps can help your money do the heavy lifting. Ready to make a plan that works while you sleep?
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Cheers to 2025: Flatiron's New Year Message

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January 1, 2025
A message from the Flatiron Team to ring in 2025!
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Happy New Year!

Video

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January 1, 2025
Here’s to a strong and successful start to 2025! The Team at Flatiron Wealth is excited for the opportunities ahead and looks forward to making this a remarkable year together.
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Quintessence Wealth (Q Wealth) is a partnership that is registered as a portfolio manager, exempt market dealer and investment fund manager. The portfolio manager registration allows Q Wealth to provide investment advice to its clients. The exempt market dealer registration allows Q Wealth to engage in trading activity. These services are provided by Q Wealth through registered advising representatives and dealing representatives, respectively.

Q Wealth is a partnership that is owned by its partners, including Flatiron Wealth Management. As a client of Q Wealth, you may receive services from both Q Wealth and Flatiron Wealth Management. Note that individuals from Flatiron Wealth Management will only provide investment advice and trading advice if they are registered as advising representatives and dealing representatives of Q Wealth, and in providing such services, they will be doing so on behalf of Q Wealth only. Flatiron Wealth Management may however provide wealth management services such as financial planning, estate and retirement planning, insurance, group benefits and others.

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