Testimonials‎ > ‎

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!