With Sheila on your financial planning team, you can be confident that your financial decisions are being driven by a comprehensive understanding of your total financial picture.
Experience & Education
Sheila joined our Welland office in 2006, she has successfully managed all facets of our branch operation and client services. Prior to joining our office, Sheila had 12 years experience as an office administrator and in computer services.
In 2010, Sheila earned the internationally recognized CERTIFIED FINANCIAL PLANNER® designation. Thirty hours of accredited education annually is just one of the requirements to maintain this designation.
From the iA Private Wealth Team
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We know how important customer service is to our clients. You want to know that someone will pick up the phone when you call. Interacting with our clients is the most enjoyable part of my day!