-
May 2025 by griceteam
Shelby and Sandy are the best. They are super knowledgable and helpful with any questions or concerns. They truly care for their customers. ❤️
-
November 2024 by Kyra Garson
Wealthy roots are smart, caring women who make you feel confident in investing. Their suggestions and knowledge of a complex system that frankly I know little about, has allowed me to consider early retirement. Moreover, their way of explaining it all empowers me to feel like I understand the basics. I'm truly grateful.
-
November 2024 by V brisebois
Friendly, and great service every time we are in contact with each other. Thanks
-
November 2024 by Janet Cant
I can’t speak highly enough of Sandy and Shelby! They have taken care of me for over 10 years. I am so grateful for their support and council over the years, without it I am sure I wouldn’t be happily retired right now.
-
November 2024 by mk thain
I highly recommend Wealthy Roots.
They have given me peace of mind knowing that they are on top of things.
Any requests or inquiries are handled in a timely manner.
Sandy and Shelby have managed my financial portfolio successfully for close to 5 years.
The service they provide is exceptional.
-
May 2024 by Doug Burrows
I’ve been dealing with Wealthy Roots for years and am tickled pink about the service! Friendly knowledgeable and trustworthy. Would recommend them in a heartbeat!
-
May 2024 by 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.
-
May 2024 by 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.
-
May 2024 by 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
-
May 2024 by 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 ❤️ ❤️
-
May 2024 by 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.
-
May 2024 by Jessie Strom
These 2 lady’s go out of there way to help you with everything you need. They are so kind and passionate and very personable. Thanks for everything that you do.
-
May 2024 by 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.
-
May 2024 by Katie Cavaletto
Shelby and Sandy go above and beyond for their clients!! I consider myself very lucky!
-
May 2024 by 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.
