Socheata Chea Email & Phone Number

Results-oriented Team Leader with over 20 years experience in the financial industry.A York graduate in Science, Socheata used her fondness for Math and Science as a platform to launch her career at The McClelland Financial group of Assante Capital Management Ltd., a leading provider in wealth management solutions. Initially hired as a Service Associate, then promoted to Client Services Manager and then to Team Lead for her outstanding work ethic and strong ability to develop strategies, motivate and inspire the team and a drive to improve business practices.Energetic and highly organized, Socheata has successfully completed courses through the Canadian Securities Institute to obtain her license as a Financial Advisor and Branch Manager. She enjoys taking on new challenges with a strong desire and personal devotion to learning and self-improvement. Socheata enjoys traveling, running, beach volleyball, and hot yoga. She is a proud sponsor and participant in the Sporting Life's 10k Run for Camp OOCH, CIBC's Run for the Cure, and has volunteered her time with Habitat for Humanities and Second Harvest Food drive.

Listed skills include Estate Planning, Strategic Financial Planning, Financial Advisory, Investment Strategies, and 13 others.