XML Financial Group

I've had the pleasure of working with Shawna since 2019, and over the past six years, she has completely transformed my financial outlook. She took a homegrown portfolio and skillfully managed it to grow by over 50%—a testament to her deep expertise and strategic insight.

But Shawna is far more than just a financial planner. She takes the time to truly understand who you are—your personality, your goals, and the unique challenges you face. She’s been a steady coach through tough times, offering not just financial advice but genuine support and guidance. Her holistic approach has made a lasting impact on both my financial well-being and personal confidence.

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Nicole has been an incredible wealth advisor—she treats our finances like they’re her own, always going the extra mile with care, diligence, and professionalism. We trust her completely and couldn’t recommend her highly enough. Financial planning and risk analysis technology is so insightful!

I have been a client of XML for over 7 years and I would highly recommend their services. They are professional, responsive, and Brett and Rob always take as much time as necessary to answer my questions.