“The Shim Group has an excellent record in helping me achieve my financial goals.
Howard not only has impressive knowledge but he explains everything in an understandable way, invites questions, answers them fully and is an excellent listener.
He invests depending on the client's risk level, within the scope of life planning as well as estate planning and is good at making appropriate suggestions.
The periodic seminars he provides are most helpful and also a way to meet other investors.
I highly recommend Howard and CIBC Wood Gundy.”
Pat Morton
“I have had the pleasure of working with Allan and Howard for over 20 years. Their ability to listen to my needs and suggest investment vehicles that are best suited for my investments are exceptional. The level of service & attention to detail that they deliver continues to exceed all expectations. I feel Allan and Howard personally cares for the wellbeing of my family & my finances. I highly encourage everyone to allow The Shim Team the opportunity in being their Investment Advisors.
The Shim team have provided my family and I with peace of mind for my investments. Their caring, professional, and knowledgeable level of service has been exemplary and unique. The customized portfolio construction fits very well with my investing knowledge and they have fulfilled their promise of comprehensive service. I am very satisfied with the Shim team, and I have recommended them to my family and friends.”
Tyrone Lopez
“Few things are more important in life than planning for your future financial security. Most people do not have the luxury of time, or the access/know how to perform this very valuable task. Howard and his team have proven themselves very capable during our many years as clients.
They have gone beyond the basic requirements of accessing our risk tolerance, priority acknowledgements and future goal setting when recommending a financial strategy to us. They have taken the initiative to anticipate and not just react to market changes. They have taken a personal interest in us as clients and ensured our portfolio is dynamic enough to make adjustment decisions after clear and in-depth discussions covering our options. And most importantly of all, their guidance has produced results that have consistently met or exceeded our expectations.
Thank you Howard and Allan.”
Brian Monti & Louise Ferri
"We have been working with Howard and Allan for over 12 years. They clearly understand that no two investors are alike, and they take the time to explore and understand our needs, objectives, market knowledge and risk tolerance (or lack thereof). They know how to listen --- and challenge our thinking in a constructive but always respectful way. They don't over-react, but neither are they passive, recognizing that change and adaptation is a constant need. They are open-minded knowledgeable students of economic and investment history, as well as current thinking and theory. They focus on the big picture but also pay close attention to the details.They are honest, ethical and personable, and have built a strong trust relationship with us. Their staff reflects this ethos. We would have no hesitation in recommending their services to our friends and family, whether they be hands-on investors or people who are looking for a comprehensive money management service who neither desire nor require detailed involvement themselves."
Bill and Diana Stott
