Sheena Sanders, CFP, RIS, RRC
Wealth Advisor, Wealth Advisory Services
Executive summary
Sheena Sanders is a seasoned finance professional with more than a decade of experience. Her extensive experience in financial planning has earned her the prestigious Certified Financial Planner (CFP) designation, a recognition of her exceptional knowledge and skills in providing comprehensive and strategic financial advice to high-net-worth individuals, families, and business owners.
In addition to her CFP designation, Sheena has also earned recognition as a Responsible Investment Specialist. She understands the importance of aligning financial goals with her clients' values and excels at guiding them towards responsible investment choices.
Sheena's commitment to professional growth and community involvement is evident through her board position with the STEP Okanagan, a chapter of the Society of Trust and Estate Practitioners (STEP) Canada. Her role on the board allows her to contribute to the advancement of best practices in trust and estate planning. This, accompanied with her media contributions, highlight her dedication to improving the financial well-being of her community.
Professional affiliations
FP Canada
Responsible Investment Association of Canada
Society of Trust and Estate Practitioners (STEP) Canada
Professional designations and education
Certified Financial Planner, FP Canada (2019)
Diploma in Financial Planning, Canadian Institute of Financial Planning (2018)
Responsible Investment Specialist, Responsible Investment Association of Canada (2018)
Registered Retirement Consultant, Canadian Institute of Financial Planning (2018)