Testimonials‎ > ‎

posted Oct 14, 2009, 11:51 PM by Janelle deRocquigny   [ updated Feb 23, 2011, 12:20 PM ]
"Shaun Humphries has been our Financial Planner for the past 20+ years. Shaun has always been an incredibly professional advisor, very knowledgeable and remains current in the financial industry. His team emulates Shaun’s commitment to his clients in an accurate and timely manner, always efficient and pleasant.

He manages our portfolio to ensure it reflects the financial tides of the times giving the best results possible. As well, Shaun provides workshops open to his clients given by proven Portfolio Managers in a two way information sharing format, providing open microphones from the floor to answer our questions. In addition to these opportunities in keeping his clients current and up to date in the financial climates, Shaun’s organization provides web casts to be viewed live or on file within his web site. Couple these informative activities with his one on one account reviews, we always feel our portfolio needs are more than met and Shaun truly cares about our financial security. Well done Shaun."

Wally & Lynn - Retired Couple