Happy Family

"Two hard-working, honest women that care! For anyone looking for a financial advisor, this is the company I would highly recommend. Knowledgeable and professional, I know my investments are being looked after. So grateful for all of your help."

J.H.H

"Both brilliant and kind, who took the time to learn about the whole financial picture. 

They didn't just set it and forget it - they spent the time educating me to feel confident about my financial plan."

H.S.

"Two words: Dedication + Trust. Sandy and Shelby have done an exceptional job at promptly replying when I reach out. They are dedicated to giving me the trusted support that I need with my finances. They are both very knowledgable and have done an excellent job at educating us, helping us keep track of our investments and providing trusted advice. If someone is looking for a financial advisor, I would definitely recommend them." 

C.T.

"Trust is an integral part of any relationship – and my relationship with my financial advisors, Sandy and Shelby, is rooted in trust."

D.E.

Enjoying a Tablet

"It was an absolute pleasure working with Shelby and Sandy from The Wealthy Roots Team. They set up TFSA accounts for us and we found them both to be extremely knowledgeable and had excellent follow-through. We appreciate their up-beat personalities and would highly recommend their services."

C.B.H

"We trust Sandy and Shelby with all of our corporate and personal insurance needs."

 

J.K.

"I met with Sandy and Shelby to discuss porting a government pension and to help build my retirement savings while trying to navigate being my own boss and running my own business. 

 

I interviewed a few financial advisors and cancelled all interviews after meeting with Wealthy roots. These women are knowledgeable, organized and caring beyond belief. I was nervous about my business venture, aware that I may or may not run into financial difficulty. They listened, heard my concerns and created investments that were well-tailored for me. I sincerely feel that I can be transparent with these women and continue to create plans that benefit me. 

 

The most surprising thing about working with Wealthy Roots is my money feels important to these women. My business and my family also feel important to these women." 

 

S.M.

"I was looking for a more efficient way to make passive income through RRSPs and other investments. I felt comfortable talking to Shelby about my finances and felt like she actually cared about improving my situation. It has been pleasant and stress-free! Investing can sometimes be boring and stressful, but with Wealthy Roots, I always feel like they have a fun and enjoyable presence to be around."

B.D.S

“The wealthy roots team was a joy to work with. They were polite, eager to help me as a client and provided an excellent product that fit my needs.”

A.R.