Sheena Magnotta, PFP
Your Valued Advisor
(289) 206-9117
Are You In Need Of An Advisor you can trust?
Schedule A Free Discovery Call with Sheena Today
Over 15 Years In Practice
I started out in the finance industry 15 years ago at Edward Jones. I was just returning to the workforce after having my first child at a very young age.
My husband at the time decided that a family was not what he was looking for and left to enjoy his freedom.
I was a young, single Mother starting a career that would change my life. In those early years I learned a lot about finances, budgeting and investing which helped me to thrive as a single Mother. I am so grateful that I took this path in life and have been passionate about educating and helping others to achieve their financial goals ever since.
Those first years spent servicing clients and assisting advisors has been invaluable to my practice. I know the importance of listening to my clients and paying attention to the little details, not just the dollar signs. I build strong, lasting relationships with my clients that are based on trust and mutual respect.
Sheena Magnotta, PFP
Your Valued Advisor
(289) 206-9117
Over 15 Years In Practice
I started out in the finance industry 15 years ago at Edward Jones. I was just returning to the workforce after having my first child at a very young age. My husband at the time decided that a family was not what he was looking for and left to enjoy his freedom.
I was a young, single Mother starting a career that would change my life. In those early years I learned a lot about finances, budgeting and investing which helped me to thrive as a single Mother. I am so grateful that I took this path in life and have been passionate about educating and helping others to achieve their financial goals ever since.
Those first years spent servicing clients and assisting advisors has been invaluable to my practice. I know the importance of listening to my clients and paying attention to the little details, not just the dollar signs. I build strong, lasting relationships with my clients that are based on trust and mutual respect.
"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 | Oakville
I can help you with...
Investments
- TFSA’s, RRSP’s, Non-registered, Guaranteed
Insurance
- Term Insurance (mortgage Insurance)
- Permanent Insurance (whole life)
- Critical Illness Insurance
- Retirement Disability Insurance
- Disability Insurance
- Health Benefits (drugs and dental)
"Prior to Sheena helping us manage our financial future, our previous advisor seemed to be most interested in "lining his pockets" rather than looking out for our financial best interest.
Sheena refreshingly, takes the time to understand her potential clients' financial needs/wants, mapping out a plan in concert with her client(s).
We're very pleased we moved our accounts to someone that cares!."
Rosalie A | Burlington
"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 | Oakville
I can help you with...
Investments
- TFSA’s, RRSP’s, Non-registered, Guaranteed
Insurance
- Term Insurance (mortgage Insurance)
- Permanent Insurance (whole life)
- Critical Illness Insurance
- Retirement Disability Insurance
- Disability Insurance
- Health Benefits (drugs and dental)
"Prior to Sheena helping us manage our financial future, our previous advisor seemed to be most interested in "lining his pockets" rather than looking out for our financial best interest.
Sheena refreshingly, takes the time to understand her potential clients' financial needs/wants, mapping out a plan in concert with her client(s).
We're very pleased we moved our accounts to someone that cares!."
Rosalie A | Burlington
Let us help you secure your future
Schedule A Free Consultation Call with Sheena NOW
Sheena Magnotta, PFP
Your Valued Advisor
(289) 206-9117
Sheena Magnotta, PFP
Your Valued Advisor
(289) 206-9117