Meet The Team
I have had the wonderful privilege to work with hundreds of families to help them achieve their financial goals. When money changes, life changes, and when life changes, money changes. Our families entrust me and my team to provide advice and guidance during key life transitions. It's an honour to play this important role"
Shaun Humphries
Shaun
Humphries
Senior Financial
Planning Advisor
B. Admin, CFP
Shaun was raised in Regina and attended the University of Regina where he graduated with a degree in Business Administration in 1986 (majoring in Finance & Marketing).
Shaun then spent six years with a major Canadian Trust Company as a Senior Account Executive before he established his financial planning practice.
Through consistent effort and a reputation for outstanding service, he has built a solid practice and has expanded his business through dynamic client education events, comprehensive investment and retirement income planning and referrals from satisfied clients.
With an array of professional contacts, specializing in detailed areas of wealth planning, his objective is to simplify his clients’ lives and to assist them in meeting their financial goals.
In addition to his personal practice, Shaun is a partner in the Assante Branch in Winnipeg.
Rosa
Kim
Administrative Assistant
Rosa is the key member of our team. She assists in the day-to-day administration on client files.
In her free time she enjoys exploring the many things Manitoba has to offer with her husband James and daughter Lily.
Mylene
Desautels-Cooke
Associate Financial
Advisor
B. Admin, CFP
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 (CFP) designation and the Canadian Securities (CSC) designation.
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.
Valeriia
Chentsova
Administrative Assistant
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.
Eric
Sochasky
CPA, CA
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 a member of the Canadian Tax Foundation.
Joshua
Humphries
Associate Advisor
B. Comm. (Hons)
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 (CFP) designation.
Outside of work, Joshua is passionate about 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.