“This course gave me more value that I can give to myself”

“I have and do budgets often, but I really felt this course gave me more value that I can give to myself. It helped me examine my own beliefs about money and I loved hearing others share their own first experience stories.”

Carrie S., Business Owner – Kelowna, BC

“Her workshops are highly recommended”

“Shannon is a professional, amazing presenter that is very knowledgeable in her area of expertise. As a financial advisor myself, I understand some of the struggles we can all face when it comes to our financial health and well-being. She helps set a clear picture and path to success, and her workshops are highly recommended.”

Shera-Lynn G., Business Advisor, CIBC – Kelowna, BC

“I felt like she had my best interests in mind”

I was mostly afraid of making the wrong decision about how to invest my money. I had spoken with various financial planners in the past and was not satisfied with the advice they gave me. Shannon took the time to explain all the details and made me feel comfortable knowing that the investments we chose were in alignment with my goals.

Having a plan is the first and most important step to getting where you want to go. Shannon provided a step by step plan for my current and future investments that made sense and was easy to follow.

Shannon is easy to talk to and very knowledgeable about finances. Her approach is to come up with the best solution for your particular situation rather than sell a product to make a commission. I felt like she had my best interests in mind and I would highly recommend speaking with Shannon about your finances – sooner rather than later!”

Linda A., Professional Organizer & Founder of Organizing Help – Kelowna, BC

“Personal and caring”

“Shannon is very knowledgeable when it comes to investing in secure companies, especially, in an environment that has shown much turmoil.  She is also able to present her views on why decisions need to be made in the portfolio.  Shannon is personal and caring, investing a lot of time and knowledge managing our money. She is always only a phone call away.”

Leonard & Wendy F., Retirees – Kelowna, BC

“Honesty and integrity”

“Honesty and integrity, a combination increasingly difficult to find in which Shannon excels.  Shannon’s concern for her clients is first and foremost in her investment strategies.  She is very knowledgeable and intelligent individual with a great sense of humor coupled with an engaging personality.”

William S., Business Owner – Kelowna, BC

“It's clear she loves and excels at what she does”

“Shannon’s diligent market strategy, personal interest in my financial and overall goals, and long-term approach mean that I have full confidence in all of her recommendations. The passion, conscientiousness, and insight that she brings to her work make managing and investing my money a stress-free task. It’s clear that she loves and excels at what she does.”

Sue B., Consultant – Vancouver, BC