Shaun has been our financial planner since 1994.  During those 17 years, we have developed a relationship of respect, trust and confidence in Shaun's ability to manage our funds in a competent manner while always respecting our goals.  Shaun's team are very knowledgeable in all aspects of financial funds management.  Their commitment to customer satisfaction and problem solving is  as good or better than we have encountered in any customer driven business.  The ongoing educational workshops and client events are educational and timely, and always provide information in layman's terms in what is a complex market driven economy. 
We have and will continue to follow Shaun's portfolio recommendations. Throughout our relationship he has earned our utmost confidence as a result of his ethics, honesty and financial acumen. 

Ellwood & Carol - Retired Couple