Mr. Gary Shaughnessy
Financial Advisor
Shaughnessy Financial/FundEX Investments Inc.
Waterloo, ON

Investment Gold Client Since: 1997

An Overview of Our Practice
Founded in 1987, Shaughnessy Financial provides financial planning and investment services to more than 400 clients. We are a family owned and operated business focusing on providing an extremely high level of personalized service to all of our clients.

Comments re Investment Gold
We've been using Investment Gold since it was introduced in 1997, and it has become an integral part of our firm's success. We have a simple strategy - we differentiate our practice by delivering an extremely high level of personalized service to our clients. As a result, we have been able to grow our business exclusively through client referrals and Investment Gold is the tool that has made this possible. The reality is that today Investment Gold virtually "runs" our office. We use it to communicate with our clients, personalize all contact, track our referrals and coordinate appointments, functions and critical followup between the members of our team. Prior to Investment Gold we tried both Maximizer and ACT, but both programs fell far short of meeting even our most basic needs.

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