Money Shield - Richmond

5/5 based on 8 reviews

Contact Money Shield

Address :

201-5811 Cooney Rd, Richmond, BC V6X 3M1, Canada

Phone : 📞 +9
Postal code : 6
Website : http://moneyshield.ca/
Categories :
City : X

201-5811 Cooney Rd, Richmond, BC V6X 3M1, Canada
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Laarni R on Google

Sandy is very knowledgeable, personable and so passionate about her work. She is genuinely a delight to work with. You can tell she really cares about you as a client and what is right for your specific situation. I’m so happy with all the advice and guidance she’s given me over the years.
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Steven Liu on Google

I have worked with sandy for many years with various investment and insurance needs. She assisted my family in dealing with private equity investments which yielded an solid 8.0% YOY ROI pre-compound calculation; and she takes care of all my life insurance, business insurance and home insurance needs. Always responsible and helpful. Keep up the great work Sandy!
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Tina Huynh on Google

Sandy has been amazing. She treats her clients with respect and offers her honesty opinion and guidance. I trust sandy with all of my financial concerns and investments. I would definitely recommend her for your financial needs.
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Carol H on Google

I met Sandy at an event and I was looking for an investment that can provide me with consistent return because the public market has been very volatile . She introduced me to this fund which met with my needs. This fund has been giving me stable 8.3% annual return and payout monthly with compound interest. Sandy not only makes herself available for all the quesitons I have, she also put in effort to make sure she has fulfilled the clients' needs. If you are looking for an advisor please stop and look no further and go for Sandy.
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Una Tran on Google

I have worked with Sandy for many years. She the one I can go to if there was any questions about my financial investments and life insurance needs. I find a lot of these things are all confusing at times. But Sandy will spend the time to help educate you to better understand it all. She does her research and understands my needs and give me what will work best for my family and I. Sandy is great at what she does. I highly recommend her!
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Annabelle Loi on Google

Sandy is an incredible source of information on how to manage your finances. As someone who had absolutely no financial literacy, I learned so much from her from just one consultation. She genuinely cares about helping others make the most of their money and getting them to a secure place. It's rare to find someone in the finance industry who has your best interest at heart. Highly recommend reaching out to her for your financial needs.
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Tiara Letourneau on Google

We were introduced to Sandy by an award-winning Realtor who only works with the best. Sandy is the BEST! From the first she was fast, responsive, and took care of the details. She gave us enough information to make informed decisions and always found the best price based on our needs. When the insurance needs on my sister's health clinic changed during COVID and her existing provider told her it would cost a fortune, Sandy was able to give her affordable options within a day! Not only that, for health/life/critical/diability Sandy brings a background as a health care provider to the table so you not only understand the details but how it applies to your health in real life. Now my whole family goes to Sandy, and I would recommend her to anyone!
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Judi Wang on Google

I have known Sandy for many years through BNI. The past year, I switched my insurance with her, she is very detail orientated and saved a few hundreds dollars for my home insurance. I highly recommend using her services. Some of my clients are using her services for long term and critical illness insurance and are extremely happy with her services.

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