Ability Private Client Group Team
At Ability Private Client Group, we are independent advisors dedicated to helping families build lasting financial security and peace of mind. Our process begins by truly listening—understanding who you are, your goals, and what matters most to your family. From there, we stand alongside you every step of the way, offering clear guidance and tailored strategies designed to grow with you. Above all, we are invested in your future—committed to protecting what you’ve built and empowering you to plan with confidence.
Derrick Lee-Shanok
Financial Advisor Registered with Investia Financial Services Inc.
Life insurance agent with PPI
Derrick Lee-Shanok is the principal financial advisor of Ability Private Client Group, bringing over 25 years of experience in the financial industry. Starting his career with TD Canada Trust, he launched his own private client group in 2008, transitioning from general financial advice to specializing in the unique needs of individuals and families planning for disabilities. Derrick’s personal connection to this sector, stemming from family members diagnosed with Autism, fuels his passion for providing tailored financial solutions and support.
With a commitment to establishing robust investment foundations, Derrick helps families create comprehensive estate and retirement blueprints, ensuring all aspects work together effectively. His deep understanding of disability-related financial planning enables him to address the specific challenges clients face in this area, offering them peace of mind for the future.
Derrick holds memberships with the Mutual Fund Dealers Association of Canada, is a certified Life Insurance Advisor, and a Certified Portfolio Engineer. His dedication to empowering his clients and enhancing their financial stability makes him a trusted ally in navigating the complexities of financial planning for those with disabilities.
Outside of work, Derrick is deeply involved in his community. He volunteers as a hockey coach and serves as a board member for a local youth hockey team, sharing his passion for sports and mentorship. When he’s not in the hockey arena, Derrick enjoys unwinding on the golf course and spending quality time with his family.
Derrick works in collaboration with PPI to provide insurance solutions.
Jamee Lowman
Associate Financial Advisor Registered with Investia Financial Services Inc.
With over two decades of experience in guiding families through investment and retirement strategies, Jamee brings a wealth of expertise and a deeply personal approach to every client relationship. She offers clients a more personalized and trust-focused experience. Her mission is simple: to build meaningful relationships grounded in empathy, transparency, and tailored financial strategies.
Jamee has a specialized focus in disability-related financial needs analysis — a passion born from personal experience. When her two children were diagnosed with Autism at ages one and three, she quickly recognized the overwhelming complexity that families face in navigating unique financial and caregiving needs. That journey inspired her to support others with the same dedication and compassion that guided her own family’s path.
When she’s not working with clients, Jamee loves to cook and finds pure joy in being fully present with her family. Watching her children grow, learn new life skills, and celebrate everyday milestones is her greatest reward.
Erin Blair, CFP, B.A. (Hons)
Life insurance agent with PPI
Investment Advisor & Financial Planner
E. Blair Insurance Inc.
Erin is an experienced insurance advisor who helps individuals, families, and business owners protect what matters most. She specializes in insurance planning as a foundation for long-term security and strategic tax efficiency.
Active in the insurance industry since 2012, Erin earned her Certified Financial Planner (CFP) designation in 2015. She holds a Bachelor of Arts (Honours) from Queen’s University.
Erin splits her time between Toronto and her hobby farm in Cobourg with her spouse, two dogs and a cat. When spare time permits, Erin enjoys skiing in the winter, having previously been a competitive ski racer, and tennis and gardening in the summer.
Erin works in collaboration with PPI to provide insurance solutions.
Margareth Lee-Shanok
Associate Financial Advisor Registered with Investia Financial Services Inc.
Margareth started her career in the Wealth Management industry in 2008, bringing dedication and a strong work ethic to her initial role as an executive assistant supporting financial advisors. This foundational experience gave her a deep understanding of client service and day-to-day operations within the financial sector.
She holds a degree in Commerce and Finance from the University of Toronto and is a licensed mutual fund advisor, having successfully completed the IFSE Institute’s training program.
Beyond her professional pursuits, Margareth is an active volunteer in her local community. She also enjoys spending quality time with her family on the golf course and unwinding with a good book.