Sheena Schreiner's Location
Calgary, AB, CA
Sheena Schreiner's Work
- Investment Advisor @ West Oak Family Office
- Investment Advisor @ Cresco Advisory Group
- Investment associate providing advisory services to professionals in the family- and wealth-building @ Scotiabank
- Administrative Associate @ Jennings Capital Inc.
- Sales Associate @ Raymond James
- Sales Assistant @ Sunlife Insurance Co
- Personal Banking Officer @ Scotiabank
Sheena Schreiner's Education
- Canadian Securities Institute
Sheena Schreiner's Skills
- Wealth Management
- Asset Management
- Investments
- Wealth
- Portfolio Management
- Equities
- Mutual Funds
- Fixed Income
- Financial Services
- Financial Analysis
Sheena Schreiner's Summary
Sheena Schreiner, based in Calgary, AB, CA, is currently a Investment Advisor at Wellington-Altus, bringing experience from previous roles at Cresco Wealth Management, Scotiabank, Jennings Capital Inc. and Raymond James Financial, Inc.. Sheena Schreiner holds a Canadian Securities Institute. With a robust skill set that includes Wealth Management, Asset Management, Investments, Wealth, Portfolio Management and more, Sheena Schreiner contributes valuable insights to the industry. Sheena Schreiner has 2 emails on RocketReach.
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Top West Oak Family Office Employees
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32
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Raymond Sawicki
Senior Vice President and Lead Portfolio Manager at West Oak Family Office
Burlington, ON, CA5+1 -
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21
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24
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ViewDanny Stoller
President, Wellington-Altus Private Counsel at West Oak Family Office
Winnipeg, Manitoba, Canada31
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