Testimonials‎ > ‎

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