It's your money... and your peace of mind. We understand that.

You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of.

We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about your financial situation, the more likely you are to reach your financial goals, and we're here to help you do that. We embrace investor education because it enables us to build strong relationships with our clients.

The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their needs and risk tolerance. We'll do the same for you.

And we'll work hard to earn your trust. We carefully consider your needs, goals and dreams in order to implement a well-constructed financial strategy, so that you can have peace of mind about your hard-earned money and financial future.

Please click here to contact us for assistance with any financial questions.

Dealer

Mutual Funds Provided Through FundEX Investments Inc.

Gary and Sandra Shaughnessy

What our clients are saying...

  • Gary & Sandi have greatly helped us gain financial stability for today with an eye on tomorrow's needs. Sandi & Gary have guided us through mortgage, RESP's and retirement planning with common sense and honesty to obtain realistic goals.

    Greg & Amberley Cinti
  • We have been dealing with Shaughnessy Financial for over twenty years and have always received exceptional service and trustworthy advice.

    Lyndon & Monique Leclerc
  • Gary and Sandi always make time to see me at the last minute. Right at the tail end of tax and rsp season, they were there for me wading through my retirement options with my employers pension plan to help me make the right choices in conjunction with what they already manage for me. I couldn't have done it without them!

    Faith Dean
  • Wonderful, excellent.

    Deirdre Logel
  • Sandi has been great! A wealth of knowledge.

    Robert Graham
  • We have been with the Shaughnessy's for a good five years. So has other family members,they have handled our financial needs very nicely.

    Steve & Toni Burns