Wealthy Roots Financial - Kamloops, British Columbia

Tim Conrad (timsbits)

We were with two of the largest investment firms in Canada for several years, and had minimal service or results from our investments. In the first year with Wealthy Roots we've had more contact, meetings, recommended actions and investment growth than we saw in several years with the big firms.

It's nice to not only be acknowledged, but also have results! Shelby and Sandy are lovely to work with, and are loaded with information and advice that is not focused on what's in it for them on investments, insurance and much more.

Marlene McKay

Sandy has been my financial investor for years, providing sound advise and direction. She has always shown genuine friendliness and concern to me, as a client. I was thrilled when Sandy and Shelby joined forces with their business of Wealthy Roots Financial. I have had the opportunity working with both of them on my investments'. I have been impressed with their investment knowledge, ease of working together, caring and interest in what is best for my situation. I highly recommend them whether it is a large or minimal investment.

Tammi Glanzer

Sandy and Shelby are amazingly supportive and have a wealth of knowledge to share.
If you are just looking for financial information, just starting to invest or need professional advice to grow your investments, then I highly recommend making an appointment.
They are easily accessible and make time for any questions or concerns.
For my convenience, as well, they are licensed in more than just B.C.
I highly recommend Wealthy Roots for your financial investments.
I feel comfortable and safe with these ladies.

Sherre Lapointe

I felt very comfortable putting my finances in the care of Wealthy Roots Financial. Their guidance has put me in the right direction for planning retirement and my future. I truly appreciate their understanding that this can be a stressful time, however, after meeting with them I feel much more positive. For me, Wealthy Roots is a perfect balance of knowledge, understanding and compassion and getting things done. I have no hesitation in recommending your services with complete trust and I look forward to a continued relationship with you.

Michelle

I have found Wealthy Roots to be an incredibly responsive, service oriented business. I appreciate the values that both Shelby and Sandy believe in - personal, warm, professional service. Thank you.

Paul Ouimet

Sandy and Shelby provide great client centered approach with helpful and knowledgable communication. Any requested follow up is quick and complete to answer questions and concerns

Cathy Wolff

Honestly it was the best decision of my life to transfer over to these 2 amazing women.I had my funds in the bank and never seem to grow it.Yet after switching to Wealthy Roots it holds it own every year.Thank you Sandy and Shelby you are the best ❤️ ❤️

Jodi Fiskar

I highly recommend working with Sandy and Shelby. They are knowledgeable about pensions and provide recommendations in easy to understand terms. They are quick to respond and very professional.