Testimonials

“Retirement can make one feel quite vulnerable. Sure, savings still produce income; but that income is, for the most part, coming from funds and in marketplaces that are largely abstractions, no matter how well we think we understand them. We rely on others to do the research, understand the interplay of the many investment vehicles, and help us to structure the right mix of income and growth potential, balanced with security.

This is why we have been so delighted with the management and advice Shashank Hedao has brought to our retirement resources. Shashank is more than an astute judge of mutual funds, although his selections have performed exceptionally well for us; he is able to integrate our investment portfolio, insurance needs, tax strategies, and estate planning considerations into a coherent course-of-action. He presents our many alternatives with clarity and patience, and really allows us to understand how the various pieces of our financial puzzle fit together. This adds-up not only to excellent performance in the markets, but also to the peace-of-mind that we all hope for in retirement.

We cannot recommend Shashank highly enough. MARK JACOBS & YOO-MI LEE

(VANCOUVER, BC)

“Shashank Hedao has been our financial adviser for 6 years. Shashank travels over 100 miles to visit with us once or twice a year, whatever has been necessary. Shashank is very reliable and ethical, always with our best interest in the forefront.

We started with a small policy to cover our funeral costs so as not to burden our children financially. Shashank then took a close look at our financial position which included our mortgage, savings account, and budget.

Shashank offered some excellent advice which we followed and today we are nearing retirement with a healthy RRSP fund and a mortgage at simple interest that we can easily maintain through our retirement years while we enjoy being “Snow Birds”.

Our only regret is that we did not meet Shashank 20 years ago!”

MADHU GOUNDER-PURUCKER

“Retirement can make one feel quite vulnerable. Sure, savings still produce income; but that income is, for the most part, coming from funds and in marketplaces that are largely abstractions, no matter how well we think we understand them. We rely on others to do the research, understand the interplay of the many investment vehicles, and help us to structure the right mix of income and growth potential, balanced with security.

This is why we have been so delighted with the management and advice Shashank Hedao has brought to our retirement resources. Shashank is more than an astute judge of mutual funds, although his selections have performed exceptionally well for us; he is able to integrate our investment portfolio, insurance needs, tax strategies, and estate planning considerations into a coherent course-of-action. He presents our many alternatives with clarity and patience, and really allows us to understand how the various pieces of our financial puzzle fit together. This adds-up not only to excellent performance in the markets, but also to the peace-of-mind that we all hope for in retirement.

We cannot recommend Shashank highly enough.

HEATHER AND DOUG ERIKSON

(PRINCETON, BC)

“I have been dealing with Shashank for a few years now, and he has always done his best to help with my financial planning. He has helped me get better at saving for my retirement and found a good life insurance policy that I can afford. Never pushy, he always looks at the whole picture, to help figure out what you need. I would recommend him to anyone who is looking for some financial stability in their life.” KAREN TURNER

(SALMON ARM, BC)

“I have been a client and have known Shashank for approximately 2 ½ years.
I have quickly become to know and trust Shashank through Foresters. Shashank has helped me with my financial issues in a very business-like manner. He is very thorough, pleasant, very knowledgeable, helpful , patient, advises wisely, is prompt and trusting. He has followed up with my issues to give me the comfort and understanding that I require in this time of my life. I will continue to call on him for any of my concerns. I have not hesitated to refer Shashank to several of my friends and family.” OLGA FRANCEY

(SURREY, BC)