W Shupe & Co

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10 Research Dr
Regina, Saskatchewan S4S 7J7
+1 (306) 585-1386
https://www.shupeandco.ca

W. Shupe Company, located in Regina, Saskatchewan, is a registered Investment Counselor and Portfolio Manager that offers a broad range of portfolio management and investment advisory services to individuals, businesses, institutions, and governments. Founded in 2003 by experienced Chartered Financial Analyst William "Bill" Shupe, the firm prides itself on its unique approach and commitment to clients, maintaining a specialized and personalized service model.

The firm distinguishes itself from other investment advisory firms through its professional credentials and an intentional focus on a small client base, ensuring that each client's specific needs are met with extensive advisory experience. With over 40 years in the industry, W. Shupe Company is dedicated to guiding clients on their path to financial success through thoughtful portfolio management and investment consulting.

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To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.
Canada›Saskatchewan›W Shupe & Co

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