Shiho has been recognized by our firm as a top Investment Advisor in the category of Client Loyalty and Satisfaction in a recent client survey.
Receiving this recognition is an honour and means our clients believe we are delivering a superior wealth management experience.
“Shiho is the best financial advisor there is. Her energy, enthusiasm and commitment is admirable. She is dedicated, incredibly smart and one of the nicest persons I ever met. She has contributed to my financial growth and I am blessed to have been referred to her 10 years ago and she will be my advisor for life. I highly recommend you to work with her.”
-A. Radoescu, August 2025
“Working with Shiho Okuyama over the past several years has been a truly transformative experience for our financial future, from our very first meeting, Shiho has taken the time to understand our goals, concerns and lifestyle. Her ability to explain financial concepts in a clear and relatable way gave us the confidence to make informed decisions. She rebalanced our portfolio to one that was better suited to our long-term goals.
Whether it is retirement planning, investment strategies or budgeting advice, Shiho approaches every aspect with professionalism and genuine care. Shiho truly goes above and beyond to create a personalized plan that works for us.
We wholeheartedly recommend Shiho to anyone looking for a knowledgeable and trustworthy financial advisor. She's a true pleasure to work with.”
- Mark L. & Jackie M., June 2025
“Kudos and awards define Shiho's professionalism and success. Her educational and consultative approach is what resonates with me. It keeps you grounded when it comes to your portfolio decisions.”
- D. Beaudoin, December 2024
"As a highly skilled financial advisor, Shiho brings a passion for maximizing every financial opportunity, delivering expert guidance and exceptional results. Thank you very much Shiho"
- L.I.W., October 2024
“Shiho is simply the best advisor I have had the privilege to work with. Shiho is very intuitive and has a great focus on her clients portfolio”
- A. Sommer, November 2023
“My advisor stays on top of the very changing market and ensures the investment is focused on my long-term goals.”
- E. Hart, October 2023
“Our advisor is top notch. Shiho communicates with us on a regular basis and responds to our questions very quickly and professionally.”
- D. Wallace, October 2022
"I have had the distinct pleasure of working with Shiho over the past 5 years. She is proactive in her suggestions and advice, very well informed, excellent at listening to your goals and needs, all the while being easy and fun to work with. I wouldn't be in the comfortable position I find myself in without her. I would highly recommend Shiho to anyone looking for investment advice."
- K. Bradshaw, January 2022
"I am a 62-year-old woman, single and an entrepreneur working with Shiho Okuyama. A successful financial portfolio is extremely important to my goals and retirement plans. Shiho provides superior customer service. Shiho is extremely knowledgeable and hard working. She takes the time to break down and articulate options to help me make sound financial decisions. Shiho provides clients with information that investors need to know and understand about current events affecting markets. I am grateful to be working with an Investment Advisor that prioritizes my needs and goals. I feel confident about my financial portfolio and future retirement goals. I recommend Shiho to any person that is looking for a 'Results' oriented Investment Advisor."
- S. McNeil, January 2022
"Thank you for the incredible work you have done for me over the years. Your devotion, eagerness and genuine concern in achieving the best for me is what makes you a truly professional Financial Advisor. Your passion and knowledge is remarkable, it's such a pleasure to work with you. I will continue to rave about your services, Shiho."
- T. Deluca, June 2020
"We have been dealing with Shiho for several years and we truly trust her recommendations. We are confident that her decisions will help us reach our financial goals. Even in this recent downturn of the market, we have not experienced any significant loss. Thanks Shiho."
- Y. & C. Inniss
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.
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