CIM®
Conseillère en placement, Gestion Privée Wellington-Altus
Conseillère en assurance, Wellington-Altus Insurance Inc.
Since joining the financial services industry in 2001, Sheena has built her career through the strength of her relationships and trust built over years of dependable service and collaborative advice.
Sheena has completed her CIM® designation, received her certificate in Advanced Investment Advice along with her Life Insurance Qualification program. Sheena is currently working towards her Certified Divorce Financial Analyst designation.
Through comprehensive planning and understanding of each of her client’s unique circumstances and goals, she has built her career through the strength of her relationships and trust built over years of dependable service and collaborative advice.
Although she is incredibly proud of her professional accomplishments, her pride and joy comes from being a mother to her daughter, Madison. When not at work, she enjoys spending time at her family’s cabin where she enjoys nature walks with her fur babies, boating, relaxing in the sun with a good book and sitting by the fire roasting marshmallows with her daughter.
Wellington-Altus Gestion Privée est membre du Fonds canadien de protection des épargnants et de l’Organisme canadien de réglementation des investissements.