Jade E Sheiner Email & Phone Number

A multi designated professional accredited by the Canadian Securities Institute, Jade is a member of the distinguished Manulife Securities Dorval office, known as Diligence Wealth Management. As a result, Jade appreciates insight from some of the most respected coaching and mentorship available in the financial industry. Jade’s thorough understanding of risk management, preservation of capital and portfolio growth is a spark of opportunity and greater peace of mind to established individuals, astute business owners and affluent families alike. Her ability to identify opportunities to optimize wealth, openly address risk, coupled with her understanding of complex tax, are the keys to Jade’s genuine, client-first approach. Her mission is to educate, advise and manage the finances of her clients with the same care and attention she would provide her own family. Jade is most proud of the diversity of her clients who, from all walks of life, have entrusted her with guiding their portfolio strategies from pre-retirement and beyond. She is grateful for her clients who, like herself, work ambitiously and seek to enjoy a fruitful life. When she is not creating and protecting wealth for her clients, Jade invests her time in social passions, which include horseback riding & a love for the outdoors. She is also acting President of Sanctuary Island, a land development company that serves to pair lake-front properties with those aspiring to a relaxing destination.

Listed skills include Microsoft Office, Customer Service, Teamwork, Team Leadership, and 15 others.

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  Investment Advisor

  Manulife Wealth

  Jun 2014 - Present

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  University Of Guelph

  Bio Resource Management