Sheena Magnotta, Pfp®, Qafp™ Email & Phone Number
Who is Sheena Magnotta, Pfp®, Qafp™? Overview
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Sheena Magnotta, Pfp®, Qafp™ is listed as Financial Planner at WSC Financial Solutions, a with 13 employees, based in Oakville, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Sheena Magnotta, Pfp®, Qafp™.
Sheena Magnotta, Pfp®, Qafp™ previously worked as Associate Advisor at Wsc Financial Solutions and Associate Advisor at Sun Life. Sheena Magnotta, Pfp®, Qafp™ holds Canadian Securities Course, Investments And Securities from Canadian Securities Institute.
Email format at WSC Financial Solutions
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About Sheena Magnotta, Pfp®, Qafp™
Areas of Expertise- Consolidation- Cash flow planning and management- Minimizing taxes - Estate planning and intergenerational wealth transfer- Corporate Retirement strategiesFocused On- Helping pre-retirees and retirees plan and manage their retirement income- Assisting business owners transition to retirementPersonal Details- Mother of 3 boys (20, 10 and 6 years old)- Wife of a wonderful Italian man who loves to cook and play sportsValues- Honesty - I am upfront and will never beat around the bush- Integrity - My clients needs always come first, never a sale or product- Transparency - Ask me anything, I always disclose fees, there are never any surprises Experience- 12 years as a Financial Advisor- 20 years in the industry- 2 Financial Planning Designations I am pleased to be associated with WSC Financial Solutions. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life.A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/3FevgFo.Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc.Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.
Sheena Magnotta, Pfp®, Qafp™'s current company
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Sheena Magnotta, Pfp®, Qafp™ work experience
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Associate Advisor
I work with individuals, families and corporations to develop a trusted relationship built on mutual respect. Together, we will develop a holistic financial plan to obtain set goals using a variety of financial tools. I pride myself on providing transparent fee structures and top of line client service.
Associate Advisor
Financial Advisor
After working in an administrative role at the beginning of my career, I discovered my passion and interest for the financial institution grow into a desire to help others achieve their financial goals.I enjoy working with individuals and corporations, building a strong relationship based on a foundation of trust and mutual respect.I specialize in cost effective investments and holistic financial planning. I strive to provide 100% transparency on all fees and while providing top of the line service.
Branch Office Administrator
Colleagues at WSC Financial Solutions
Other employees you can reach at wscinsurancegroup.com. View company contacts for 13 employees →
Jamison Soeder
Colleague at Wsc Financial SolutionsToronto, Ontario, Canada
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BF
Bruce Field Clu, Ch.F.C., Epc
Colleague at Wsc Financial SolutionsBrampton, Ontario, Canada
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FG
Fredia Gibson
Colleague at Wsc Financial SolutionsBeaverton, Oregon, United States
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BF
Bruce Field
Colleague at Wsc Financial SolutionsOakville, Ontario, Canada
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KS
Kevin Smith, Cfp®
Colleague at Wsc Financial SolutionsBrampton, Ontario, Canada
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RS
Ralf Soeder - Cfp ® , Clu, Chs
Colleague at Wsc Financial SolutionsOakville, Ontario, Canada
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MB
Marcy Barclay
Colleague at Wsc Financial SolutionsBurlington, Ontario, Canada
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MH
Megan Hood, Cfp, Bba
Colleague at Wsc Financial SolutionsBurlington, Ontario, Canada
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Sheena Magnotta, Pfp®, Qafp™ education
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Canadian Securities Institute
Frequently asked questions about Sheena Magnotta, Pfp®, Qafp™
Quick answers generated from the profile data available on this page.
What company does Sheena Magnotta, Pfp®, Qafp™ work for?
Sheena Magnotta, Pfp®, Qafp™ works for WSC Financial Solutions.
What is Sheena Magnotta, Pfp®, Qafp™'s role at WSC Financial Solutions?
Sheena Magnotta, Pfp®, Qafp™ is listed as Financial Planner at WSC Financial Solutions.
Where is Sheena Magnotta, Pfp®, Qafp™ based?
Sheena Magnotta, Pfp®, Qafp™ is based in Oakville, Ontario, Canada while working with WSC Financial Solutions.
What companies has Sheena Magnotta, Pfp®, Qafp™ worked for?
Sheena Magnotta, Pfp®, Qafp™ has worked for Wsc Financial Solutions, Sun Life, and Edward Jones.
Who are Sheena Magnotta, Pfp®, Qafp™'s colleagues at WSC Financial Solutions?
Sheena Magnotta, Pfp®, Qafp™'s colleagues at WSC Financial Solutions include Jamison Soeder, Bruce Field Clu, Ch.F.C., Epc, Fredia Gibson, Bruce Field, and Kevin Smith, Cfp®.
How can I contact Sheena Magnotta, Pfp®, Qafp™?
You can use AeroLeads to view verified contact signals for Sheena Magnotta, Pfp®, Qafp™ at WSC Financial Solutions, including work email, phone, and LinkedIn data when available.
What schools did Sheena Magnotta, Pfp®, Qafp™ attend?
Sheena Magnotta, Pfp®, Qafp™ holds Canadian Securities Course, Investments And Securities from Canadian Securities Institute.
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