"We've built incredible relationships with our clients over the decades and attribute that to a collaborative partnership built on trust. They are why we do what we do."

 

Our clients and their families trust us to treat their money as we do our own. Have a look at what our clients have to say.

 

"Kevin has served as the backbone of our portfolio since the early nineties. He is very conscientious of our needs and a great communicator! Our investments have been well balanced so we feel comfortable in our life style."

- D&K H, Retired School Teacher, Regina, SK

 

"Shawn, our portfolio with you has been doing well over the last while, thanks in large part to you and your team. Your guidance and positive performance have been a bright light these last few years."

 - D&D G, Retired Pharmacist and School Teacher, Indian Head, SK

 

"My wife and I have been investing since about 1975, Kevin is our fifth broker. We're not sure how many years we have been with Kevin, but from day one we have both been very comfortable with him. We spend nearly six months of the year away from Saskatchewan and he has kept us up-to-date during changes etc. in these last hectic three years in the stock markets. Our daughter has an account with Kevin, and she said that he has done the same for her."

- C&J G, Retired Farmers, Avonlea, SK

 

"Structured notes have helped provide me with retirement income that lets me enjoy the lifestyle that I want without having to touch my principal."

- J G, Retired Business Manager, Regina, SK

 

"I enjoy doing business with Kevin and enjoy him as a person. He is honest with me and easy to get along with."

- M W, Apartment Owner/Manager, Regina, SK

 

"Kevin is very conscientious and thorough. He is sensitive to the needs and desires of his clients. The personal touch provided by Kevin and his team is appreciated. His service is sensational."

- L CF, Consultant & Retired Director of Education, Swift Current, SK

 

"I have enjoyed doing business with Kevin for over 20 years. He is well-informed on investment alternatives, and is courteous and gracious as well. He has become a good friend."

- D P, Retired Branch Manager, EDS Canada, Regina, SK

 

"Kevin has been very helpful with setting up our accounts for retirement. He is both honest and forth coming with his reasoning and listens with an open mind to our concerns. We would certainly highly recommend him to anyone seeking a financial advisor. He has made our financial security well balanced thus making our retirement a great time in our lives."

- R&C P, Retired Business Owners, Stevensville, ON

 

"Kevin Punshon has been my only broker for a couple of decades. He has the knowledge and the honesty that I need in a broker. He recommends investments that are right for my financial situation and risk tolerance. My portfolio with Kevin is performing very well. I'm completely satisfied with the service I get from him and his staff."

- A H, ESL Teacher, Taiwan

 

"Thank you for looking after our investment life so we can live our daily life."

- J B, Retired Nurse, Regina, SK

 

"Three generations of our family have been investing with Kevin for over 24 years. His deep understanding of our business has made him a trusted advisor of our wealth portfolio. We value Kevin's friendship and advice and would recommend his service to anyone. If you don't have an advisor, call Kevin and his experienced team and your financial needs will be taken care of."

- J&M H, Farmers, Gray, SK