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Niagara Wealth Advisor
About Me
Coming from a large extended family with entrepreneurial roots, I am naturally drawn to people and helping them succeed. I was born and raised in the Niagara Region and love any opportunity to give back.
With 20 years experience in the industry, I hold both the Personal Financial Planner and Qualified Associate Financial Planner designations.
As an experienced elite advisor, I work with individuals and business owners to navigate the complexities of investments, tax planning, retirement cash flows, risk management and estate planning.
I particularly enjoy working with young professionals, pre and post retirees as well as small business owners.
Testimonials
I highly recommend Sheena! We recently worked with her on obtaining new life insurance policies and she made everything so easy and simple for us. She is clearly highly knowledgeable in her field and make recommendations that genuinely make sense for you personally. Very professional as well as down to earth and easy to relate to.
- Sarah Hancox
Working with Sheena has been a great experience, she is very professional and keeps up-to-date with the latest promising investment opportunities. You can see she really has a passion for finance and securing a strong future for her clients. Sheena has not only succeeded in building a framework for my investments, but has also given me confidence in my financial potential.
I have never felt more in control of my financial future. Thank you Sheena.
- Jon H.
Sheena is the Financial Adviser I would recommend to anyone. She is very knowledgeable and patient; she was eager to provide assistance and answer all of my questions. Her dedication and professionalism towards her clients is unmatched around the Region. Through working with her, I was able to confidently make smart investments under her direction. Trustworthy, reliable and very personable.
- Alex R.
Key Services
Investment Management
Cash Flow Planning
Insurance Solutions
Financial Planning
Estate Planning
Business Planning
Tailored Approach
Personalized Service
Expert Advice
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