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Shaun Humphries

Shaun was raised in Regina and attended the University of Regina where he graduated with a degree in Business Administration in 1986 (majoring in Finance & Marketing).  Shaun then spent six years with a major Canadian Trust Company as a Senior Account Executive before he established his financial planning practice. Through consistent effort and a reputation for outstanding service, he has built a solid practice and has expanded his business through dynamic client education events, comprehensive investment and retirement income planning and referrals from satisfied clients.  With an array of professional contacts, specializing in detailed areas of wealth planning, his objective is to simplify his clients’ lives and to assist them in meeting their financial goals. In addition to his personal practice, Shaun is a partner in the Assante on Taylor Branch in Winnipeg.  For clients concerned about comprehensive Retirement Income Planning, Shaun and his team have developed the GAME PLAN process.  

As well, Shaun has established TAKE CHARGE OF CHANGE (TCC).  This educational company provides training, coaching and research on building personal and organizational resiliency.  In a world of change and complexity the TCC programs are designed to help individuals build resilient health, relationships, cognition and wealth.  For organizations, TCC provides training on building organizational resiliency - leading to greater productivity, employee satisfaction and reduced benefit costs.
Shaun and his wife Tanya reside in Winnipeg with their four children, Hannah, Avery, Joshua and Paul.
Shaun's passion outside of his practice, community and family remains focused on staying healthy.  Shaun actively participates in triathlon training and has completed three Ironman triathlon competitions. 

"My financial services career, experiences in the sport of triathlon, family life and community involvement have had a powerful influence over the design and content of our programs and planning processes.  ALL these experiences provide powerful metaphors and new understandings that we can apply to the wealth planning we provide our clients"