Testimonials

posted May 3, 2011, 1:18 PM by Janelle deRocquigny   [ updated Jun 11, 2011, 11:41 AM ]

We have been associated with Shaun and his staff since 1996 in both a pre and post retirement situation.Shaun provided invaluable pre-retirement advice and planning which, even in the difficult financial environment of the past few years, has been effective.He and his staff continue to monitor, advise, and educate on market trends as they apply to our specific situation.We are very comfortable with and pleased to continue, our relationship with Shaun as our Financial Advisor. 

Richard & Phyllis Hunt - Long time clients

posted May 3, 2011, 1:13 PM by Janelle deRocquigny   [ updated May 3, 2011, 1:16 PM ]

Shaun has been our financial planner since 1994.  During those 17 years, we have developed a relationship of respect, trust and confidence in Shaun's ability to manage our funds in a competent manner while always respecting our goals.  Shaun's team are very knowledgeable in all aspects of financial funds management.  Their commitment to customer satisfaction and problem solving is  as good or better than we have encountered in any customer driven business.  The ongoing educational workshops and client events are educational and timely, and always provide information in layman's terms in what is a complex market driven economy. 
We have and will continue to follow Shaun's portfolio recommendations. Throughout our relationship he has earned our utmost confidence as a result of his ethics, honesty and financial acumen. 

Ellwood & Carol - Retired Couple

posted Feb 22, 2011, 6:18 PM by Janelle deRocquigny   [ updated Feb 23, 2011, 12:19 PM ]

"I have been a client of Shaun's now for many years. Together we have traversed the ups and downs of the marketplace. I have felt that Sean has invested in me personally and professionally as a steady and reliable friend and advisor. Sean and his team initiate regular meetings to inform me of the latest economic trends and Shaun gives me his best synopsis of factors affecting short and long term investments. Service is always prompt and response times are quick. As a peer and trusted advisor, Shaun makes me feel that he has put himself in my shoes and only given me advice and recommendations that he himself would expect to hear were he in my position. Shaun is up on the latest trends and products available for my portfolio and gives me peace of mind that I am doing the right thing, as I have no time, interest or expertise in researching the ever changing landscape of today's investment world. I am on track for the retirement plans we have mapped out together and am grateful for our partnership in working to realize my financial goals."

Lionel, Successful Lawyer

posted Feb 22, 2011, 6:12 PM by Janelle deRocquigny

"I am delighted with Shaun's practice. He has been my financial advisor for almost two decades, and during that time he has given me wise recommendations for my investments, helped me with life insurance and long-term disability insurance, and generally been there for me when I needed financial advice or direction. Shaun is supported by the most wonderful team--they are uniformly helpful and efficient, and with the same calm, friendly, reassuring manner that Shaun himself displays. Choosing Shaun to be my financial advisor was one of the smartest decisions I ever made." 


Caroline, Technical Communicator/Consultant

posted Feb 7, 2011, 10:30 AM by Janelle deRocquigny   [ updated Feb 23, 2011, 12:19 PM ]

Dear Shaun and Staff,

We appreciate your efforts in handling our financial affairs, and have felt very confident following your recommendations even during the volatile markets of the past few years.  You have assisted us in building a balanced portfolio that matches our risk comfort level, supplemented by numerous educational seminars, which often draw on the experience of some very reputable guest speakers.  You are able to communicate your expertise and knowledge to provide us with information regarding long term planning\forecasting for retirement; often using a variety of scenarios.   We also appreciate the immediate attention that you and your staff provide to us.  We are certain that individuals seeking your expertise will realize the excellent service you provide.   

Myron & Nesta

posted Feb 7, 2011, 10:27 AM by Janelle deRocquigny   [ updated Feb 23, 2011, 12:19 PM ]

"We first became associated with Shaun Humphries in the early 1990's by attending education sessions on financial planning that he was presenting at the local school division. His sessions were down to earth and easily understandable and the way in which he interacted with the people in the audience made us feel that he was a person we could easily work with on planning our financial future.

We have never been disappointed with our decision to make Shaun our advisor.

We have a sense of trust and confidence in Shaun and his advice and actions on our behalf have led to continued stability of our financial portfolio. He is readily available when we have questions or need advice. He continues to proactively monitor and manage our investments through regular meetings and conversations with us. Since we have both retired, we are now reaping the benefits of the plan he helped us develop and put into place.

Shaun has surrounded himself with very good people! His staff are friendly, professional, very knowledgeable and efficient. They make you feel valued during any interactions with them.

Shaun provides added benefits to his clients through many and varied education sessions throughout each year. The sessions are well thought out to provide information on current financial issues and future areas of concern for all age levels.

We would highly recommend Shaun as a Financial Advisor. He is a man with integrity who truly cares about his clients"

Susan and Lawrie - Retired Couple

posted Feb 7, 2011, 10:25 AM by Janelle deRocquigny   [ updated Feb 23, 2011, 12:19 PM ]

"Shaun has been our financial advisor for twenty years.  He is a caring young family man who has always been courteous and attentive to our needs.  He always has time to respond fully to our questions and is obviously interested in our welfare.  Shaun and his office staff can be counted upon to provide helpful advice and to complete changes to our investment portfolio in a timely fashion.  On our advice, one of our good friends has become a client and is happy with her decision."

Glenn & Donna - Longtime clients

posted Feb 7, 2011, 10:24 AM by Janelle deRocquigny   [ updated Feb 23, 2011, 12:20 PM ]

"Both my husband and I have great respect for Shaun Humphries and his team, as well as gratitude for their assistance with walking us through our individual retirements.  Shawn is always available for consultations and assistance with any financial concern or worry and is ready with excellent advice."

Jack & Susan - Retired couple

 

posted Feb 7, 2011, 10:21 AM by Janelle deRocquigny   [ updated Feb 23, 2011, 12:20 PM ]

"We have been clients with Shaun and his team for many years. Through several transition years, as he has developed his practice, we have been pleased with the strategies he has suggested. Shaun uses a variety of tools to determine our investment needs and it is reassuring to know that we have weathered the current economic times with confidence by following the financial plans he helps us put in place.We would also like to commend the team of assistants working alongside Shaun. They are very competent in each of their assigned areas of the practice. We appreciate the prompt responses to our inquiries and the efficient way in which they provide needed documents for signatures etc.We look forward to our regular meetings, attending some relevant educational seminars, and continuing our association with Shaun's practice."

Ron & Ann - Longtime clients - currently enjoying retirement!

posted Jan 31, 2011, 3:38 PM by Janelle deRocquigny   [ updated Feb 23, 2011, 12:20 PM ]

"It's important to me that my family's investment plan has a long term strategy that evolves to take advantage of opportunities and avoid risks to my porfolio's long term success.  Shaun and his team take a long view, that gives me comfort that the big picture is being looked at, and that we are not reacting to the daily, weekly, and monthly blips that can be both tempting and somewhat threatening if viewed in isolation."

Reynold, Executive VP for Large Company

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