The Team
Who We Are
Shaun Humphries B. Admin, CFP®
Senior Financial Planning Advisor, Branch Owner
Shaun was raised in Regina and holds a Bachelor of Business Administration from the University of Regina, earned in 1986, with a concentration in Finance and Marketing.
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He began his career with a major Canadian trust company, where he spent six years as a Senior Account Executive before establishing his financial planning practice.
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Through a disciplined, client-focused approach, Shaun has built a well-established practice centered on comprehensive investment and retirement income planning, supported by long-standing client relationships and referrals.
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By working closely with a network of specialized professionals, his objective is to simplify complex financial matters and help clients achieve their long-term financial objectives.
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In addition to his advisory practice, Shaun is a partner at the Assante branch on Gamble Place in Winnipeg, Manitoba.
Mylene Desautels-Cooke​ B. Admin, CFP®
Financial Advisor
What began as a work experience program through the Université de Saint-Boniface in 1996 (Business Administration Diploma) has transformed into a long-time career working along Shaun in his practice.
As an integral piece of the practice, Mylene has obtained the Certified Financial Planner designation and the Canadian Securities Certificate (CSC) course.
She loves to assist clients with their wealth planning needs whether it be building their retirement income plan or helping them understand specific investment strategies.
Outside of her business aspirations, Mylene enjoys spending time with her husband, their son and their three chocolate labs. A lover of the outdoors, she can often be found enjoying her country yard or at a remote campground near the water.
Joshua Humphries B. Comm. (Hons.)
Financial Advisor
Joshua was raised in Winnipeg and graduated from the Asper School of Business at the University of Manitoba with a Bachelor of Commerce (Honours), double majoring in Finance and Marketing. During his final two years of university, he developed a deep passion for financial planning, which ultimately led him to join Humphries Wealth Group in 2021. Joshua has completed the Canadian Securities Course (CSC), is fully licensed in Life Insurance and Accident & Sickness Insurance, and is currently pursuing his Certified Financial Planner designation.
Outside of work, Joshua loves strength training and endurance sports, having completed multiple Ironman triathlons and ultramarathons - experiences that have a daily impact on his mindset and approach.
Joshua draws heavily on the discipline, resilience, and long-term focus required in ultramarathon training and applies these lessons directly to financial planning. This fuels his unrelenting commitment to continual personal and professional learning, as well as the educational YouTube content he creates with Shaun. His approach is planning-centric, highly analytical, and focused on helping clients gain clarity and confidence in their long-term financial decisions.
Jen Kathler
Senior Administrative Assistant
Jen' s core responsibility is preparing client paperwork, statements and follow up from client meetings.
One would be hard-pressed to find someone as detail-orientated as Jen.
In her role, she assists in the production and tracking of many types of documents for clients, including opening new accounts, transferring money between accounts, completing address changes and processing client deposits.
Valeriia Chentsova
Administrative Assistant
Valeriia serves as an Administrative Assistant on our team, playing an essential role in supporting both the team and our clients. Fluent in English, Mandarin, Ukrainian, and Russian, Valeriia brings a diverse skill set and prior administrative experience, excelling in organization and communication.
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Having moved to Canada in 2022, Valeriia has quickly adapted to the new environment, bringing a global perspective to her work. In a current role, Valeriia schedules appointments, prepares reports and agendas, and keeps files and documents well-organized. She works closely with the team to ensure smooth office operations.
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In addition to her professional responsibilities, Valeriia enjoys staying active through yoga and pilates, and she loves traveling with her husband. She is also passionate about exploring new cultures, reading, and discovering new cuisines during her travels.
Rosa Kim
Administrative Assistant
Rosa is the key member of our team. She assists in the day-to-day administration on client files.
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In her free time she enjoys exploring the many things Manitoba has to offer with her husband James and daughter Lily.
Eric Sochasky CPA, CA
Regional Vice-President, Wealth Planning
As a Regional Vice-President, Wealth Planning, Eric works closely with clients to identify issues and provide complex, tactical wealth planning support that complements their individual wealth plans. In particular, Eric focuses on tax and estate planning strategies for business owners, professionals and other affluent individuals and families.
Eric is a Chartered Professional Accountant (CPA, CA) and holds the Trust and Estate Practitioner (TEP) designation.
Additional Professional Wealth Planning Partners