"Shawn has been our Financial Planner since 1995 (if not longer) and has been a great asset in helping us plan for our retirement and our insurance needs and instrumental in the growth of our retirement portfolio. He is very detail oriented and pro-active in the management and re-organization of our portfolios based on market conditions. Shawn is very knowledgeable and keeps on top of market conditions and trends. He also helps us to stay focused on our goal. Even though we live in Calgary, Shawn makes sure that he schedules frequent appointments and keeps in touch on a regular basis through e-mail and phone calls."
Top Qualities: Personable, Expert, High Integrity
- Jennifer Kohle, Senior Corporate Paralegal, Stikeman Elliott, LLP
"[I] Have had a 20 plus year relationship with Windrem Financial Group Inc. [This] Has taken all the stress out of retirement planning with excellent, tailored to my individual needs, attention to detail service. Even when things looked bleak after tech crash and the 07 fallout in the states I was able to sail on with WFGI charting the course. [I] Can't recommend highly enough."
Top Qualities: Expert attention to detail, Knowledgeable, High Integrity
- Humberto Alejandro Davalos
