Testimonials

"Shortly after buying our first home together, we were connected with Shaun to help us navigate and figure out our financial future. Since then, we've not only had his help navigating two pandemic weddings, a large house renovation, and a new job, we've also leveraged his expertise to guide us through some complicated changes with some employer equity we hold. We can't say enough good things about working with Shaun. As relative newbies to the world of investments, Shaun has been instrumental in not only helping to manage our money, but also in educating us as investors. He always takes care to listen to our visions of the future and works with us to find the solutions that will empower us to get there. Our meetings are not only productive and insightful, but also always include lots of laughs and talks of travel, pets, and life - we couldn't ask for more!" - Liz & Matt

 

"Kathy and I were introduced to Shaun after a very disappointing relationship with another financial advisor. Numerous times we unsuccessfully requested some minor changes in a very small part of our portfolio. After speaking to Shaun he very quickly made the requested change even though he did not know us and did not benefit financially. We soon discovered that Shaun takes a very personal interest in his clients; he listens and spends the time to understand and evaluate your future plans. Shaun has been there as we transitioned from business owners to retirement. He helped us see the best way to achieve our retirement income needs tax efficiently while being mindful of our estate planning. If Shaun cannot answer a question immediately he will do the research and get back to you very quickly with answers and options. We trust Shaun and consider him not just our financial advisor but a friend of our family." - Allan & Kathy

 

"We have been very fortunate to have connected with Shaun….initially, we arranged a meeting just to reacquaint ourselves with our financial picture and goals. Little did we know that within a few months of that meeting, Paul would suffer a near fatal heart attack. Our future, our goals, our financial plans all needed to change; Shaun was there to provide clarity, support, advocacy when needed and most importantly, comfort and reassurance, through the most trying times of our lives. Shaun is an authentic individual who is highly knowledgeable and skilled in his business, but has also demonstrated a keen interest in truly knowing us and has provided well informed and professional assistance, aiding greatly in our understanding of available options and helping make choices in accordance with our goals. Shaun is never hurried, never pushy, always accommodating; his response time when we have questions or concerns is prompt, and there are times when he holds us accountable to keep ourselves on track and informed. He has been a source of relief and confidence for us that we have valued, and shall continue to value, greatly." - Paul & Leslie

 

"We have worked with Shaun since his early days - he went over and above to get to know us and understand our goals. He has made it easy every step of the way to keep us informed and confident that he is taking care of our finances. When we had to quickly decide whether we could afford to make an offer on our house, Shaun was there to support and reassure us in making the best decision for our family. He also has a plan set for us so that we can live the life we picture when we retire. We feel lucky to have Shaun as our "money guy" to ensure we meet our savings goals for our kids' futures. We have referred him to numerous friends, as he helps us feel secure, prepared and informed. He is also a super friendly and personable guy!" - Jason & Steph

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