Client Testimonials

Sharon is a consummate professional! It's been a pleasure having her as my financial guide and mentor for over 15 years. Sharon has always taken the time to understand my current and future needs and has helped me make intelligent choices along the way. She has worked with me to create a financial plan with detailed strategy and has been a major source of my education in risk management, investment and retirement planning. Aside from her tremendous professional abilities, Sharon is extremely personable and functions with a high level of integrity. It is my pleasure to recommend Sharon McKay as a trusted financial professional. - Gita Badiyan

Mrs McKay has been my financial adviser since 1994 and I always have been satisfied with her services. Over the years, I have benefited from her kindness, generosity, and expertise.
She is very professional, very reliable and very patient. I find that she is always available to give detailed explanations when needed. I fully trust her advice.
Personally, I appreciate very much the fact that she can come to my home regularly, as I find it difficult to go to her office. Occasionally, she takes me out to a restaurant, thus making me feel a valued customer. She has also shown me care and concern in difficult situations. Most of all, Mrs McKay takes a personal, sincere and generous interest in her clients in order to give them the best service. - Marie-France Richards

Sharon McKay has been my financial advisor for over 10 years. Her professionalism, integrity, and expertise has enabled her to provide me with excellent financial advice and counsel relevant to my needs and goals. Sharon is dedicated, honest and respectful. I have absolutely no hesitation in recommending Sharon to anyone looking for a trustworthy, knowledgeable, and competent financial planner and advisor. - Tammy

I met Sharon when my client portfolio was transferred from a representative who was leaving the firm. At the time I did not over-think this change, I had bounced around throughout my life from a financial advisor or company to another. It was only after I began developing a business relationship with Sharon that I realized to what extreme I had never felt comfortable with my previous advisors. I want a state-of-the-art financial expert. With Sharon, I found this, and much more. Her constant reviewing and recommendations of my investments, her ability to provide regular easy-to-read visual reports are key to my satisfaction. But in addition, I felt so much more comfortable as a woman to be dealing with another professional who was a woman. That I cannot underestimate. - Gisele

Sharon McKay has been our financial advisor for 5 years. She has always been well prepared and has provided excellent advice, being particularly able to explain complex investment opportunities with ease. We always enjoy our meetings and thoroughly recommend her. - Christopher & Jacqueline