CLIENTS

What clients have to say...

"Sharon Boothroyd has been my financial advisor for over ten years. Her expert knowledge in financial and business matters, her experience and guidance continue to enable me to make sound and profitable financial decisions. Her patience, integrity and respect for her clients’ comfort levels in the financial realm create a trusting relationship. Her skills and expertise have been of immense value to me. Sharon never hesitates to put in the time needed to ensure that I have and understand all the information I need to make my decisions. I have learned a great deal from her and never hesitate to seek her professional advice on all matters that affect my financial well being."

    - Suzanne C. Faure, Ph.D

Sharon Boothroyd has been our Financial Planner for eight years, and we have known her 15 years. Sharon has been a constant light and guide with regard to out finances over the years. Her investment planning for us has been not only managed superbly, she has shown frankness and care and, above all, wisdom in her relationship with us. She saw us through a difficult period in the markets after the destruction in September 11, 2001, of the twin towers in New York City. Sharon has always taken an interest in Belinda and myself and our family, the better to know what she would need to do in our best interests. She is, for us, not only our Financial Planner but she is a friend as well. I say this because Sharon is a person of integrity and as such we have great confidence in her and trust her completely in her forthrightness, knowledge, intelligence, and natural warmth. Without her we know that we would not be in the favourable position financially that we are now in today and for the future. Sharon has looked after us as both a caring Financial Planner and a caring person. She is an example for us of those persons we have met along the way of our lives who are special because they have affected our lives in a creative and loving manner. This is, indeed, a bounty.
  In gratitude,

    - David

“Sharon has been assisting Gus and me with our financial needs over the past three years. Her knowledge and candour has been invaluable in guiding us through a difficult financial market. Her customer service is very good and we appreciate her flexibility when arranging meeting times. Sharon is also very good at pro-actively managing our financial affairs and understanding what our total picture is and how to manage all of our various financial commitments while keeping an eye on the future for our retirement as well as our children's education.”

    - Suzanne Reeves & Gus Spanos

"Sharon dedicates herself to making sure her clients have the answers and help that they need to secure their future. She made me feel comfortable asking all my questions and helped me choose the right mix of investments to fit our retirement planning. I now feel confident we will retire and be able to do the things we like."

    - Pat Drummond, small business owner