Testimonials‎ > ‎

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