Testimonials‎ > ‎

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