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What Clients Say
"Gary & Sandi have provided and given us peace of mind with our financial matters. Both are hard working, honest and knowledgeable. They anticipate the needs of their clients and take the financial jargon and make it so that we can understand it in plain English. Their patience is phenomenal. Bill & Gail Coppes
Uniglobe Creative Travel "Although we are early in our financial journey, Sandi and Gary have provided a wealth of knowledge in many different aspects. They have an appreciation for and an understanding of the constraints that can come with a young family and can design a financial portfolio for anyone. They are always at our finger tips and only a question away. They provide service that consistently exceeds our expectations and bring peace of mind to an area that can easily become stressful. We sleep well at night knowing they are helping us along the way. Thanks Shaughnessy Financial!"
Amberley and Greg Cinti
Getting there in Cambridge "I have been a client of Shaughnessy Financial for almost 10 years and in that time I have experienced first hand their exceptional responsiveness and willingness to help in all areas of my financial life. I value their innovative financial perspectives, guidance and personalized solutions and look forward to the newsletters and regular updates. It has been a fantastic relationship."
Deborah Boyd
HR Hamilton Health Sciences "I have enjoyed a positive and productive relationship with Shaughnessy Financial for over 15 years. Shaughnessy Financial has guided me through all the financial stages of my life. Through our partnership we have developed flexible investments plans that we can adjust as my family’s needs and circumstances change. Our relationship continues to grow and evolve and I feel secure with my financial future at Shaughnessy Financial."
Tom Williams
Associate XCG Consultants Ltd. "Gary Shaughnessy has been my trusted financial advisor for 15 years. His passion for success is contagious and he lives what he teaches. He has given me hope, practical advice and real working solutions to achieve my early retirement goals. Through my experience, my children and grandchildren are receiving a valuable education in money management and growth which will make their lives easier, an education that can be passed down for generations to come. Fortune had certainly smiled on me when I met Gary."
Dianne Leidy
Retired in Ripley Ontario "Gary & Sandi both, have helped us to make our investment project a much simpler task. They have taken away the un-certain feeling about investing and have been avaialble to our questions no matter what time of day or night. Gary certainly believes in making sure you fully understand what you are doing, and that you feel confident with your choices. They truly go above and beyond to deliver their service with patience that is never ending, sending informative newsletters or weekly updates. There is no end to the knowledge that Gary can pass on. All this can be achieved either at his office or in the comfort of your home. Serious about business, but also taking time to have a chuckle or two before you are finished. We would highly recommend Shaughnessy Financial !!" Fred & Sherry Lacasse
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