Toll Free: 800-265-4195
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Sean (Toronto) June 2015
“Shawn Flick, and his team, has been a trusted financial advisor to my family for several years. Although I am certainly not their biggest client, they still take the time to review my portfolio and communicate with me on a regular basis. They provide me with honest financial advice and have been successful at generating good returns within my portfolio.
Shawn is an ethical person who always places my personal and financial goals at the forefront. I have comfortably recommended him to friends and family members in the past and I will continue to do so in the future.”
Penny and Martin (London) June 2015
“Shawn developed a plan for us that fit our investment style, long term goals and fiscal situation perfectly. We appreciate his professional and unbiased advice, regular communications, and prompt responses to our questions. Our understanding of this field has grown along with our investments, leading to increased confidence in his ability to manage our investment portfolio.”
Lisa and Paul (London) June 2015
“Lisa and I have been reflecting on our relationship since 2001 with you as our financial advisor. Our relationship with previous advisors has been extremely disappointing. Over the years, we have been extremely pleased with the course that you have put our portfolio on. Our relationship with you has confirmed that your knowledge and professionalism is second to none.
We are grateful to have a financial advisor who represents us honestly, with integrity and with a great sense of family values. Without a doubt, the most important part is that we have the utmost faith in your ability to guide our financial future.”
Leon (Ottawa) June 2015
“Shawn’s team has handled my pension fund of approximately $1,000,000.00 since 2003. They have managed, on average, to earn a healthy portion of the $66,000 that we draw out as income each year. They keep me abreast of issues and updated on portfolio changes and performance."
Scott (Toronto) June 2015
“When looking for an advisor it is important to find someone who shares your growth objectives, has a good handle on the market, can anticipate and take action against emerging opportunities, is responsive to your questions, willing to discuss strategies, and most importantly is a trusted collaborator / partner in your financial future. Shawn and his associates have outperformed on all of these dimensions since 2003, I couldn't have asked for more in this relationship.”
Michael (London) June 2015
“In 2001 I approached Shawn Flick for financial advice in particular regarding retirement planning. I had an open, frank and very informative meeting which allowed me to make key decisions on how to invest my retirement savings. We agreed on my goals and degree of acceptable risk thus allowing the development of a ten year investment plan. At all stages I was fully informed of the risks and implications of the plan and was never under any pressure to make decisions.
Since implementing the plan I have regular phone meetings (several times a year) to review progress. This always involves an in-depth analysis of performance compared to the plan. This ongoing review has always taken into account my changing circumstances and I have always felt full informed regarding my financial position.
This approach can best be characterized as a partnership which is based on trust, service and communication. At the half way point in my plan I can safely say that I am ahead of expectations and looking forward to a secure retirement.”
Disclaimer: The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments.