Sheena Schreiner

Since entering the financial services industry in 2001, Sheena has built a fulfilling career rooted in her core values of authenticity, honesty, integrity, and compassion. With the support of her team, mentors, and clients, she has developed long-lasting relationships and a reputation for dependable, personalized advice.

Sheena holds the Chartered Investment Manager (CIM®) designation, along with a Certificate in Advanced Investment Advice and a Life Insurance Qualification. She is currently working toward her Qualified Associate Financial Planner (QAFP™) certification to further deepen her expertise.

By taking the time to understand each client’s unique circumstances and goals, Sheena delivers comprehensive, thoughtful planning that reflects a genuine commitment to their long-term success.

While proud of her professional accomplishments, Sheena’s greatest joy comes from being a mom to her daughter, Madison. Outside of work, she can often be found poolside, cheering Madison on at swim meets in Calgary and across the province. She’s recently taken up running and enjoys relaxing weekends at the family cabin—spending time outdoors with her dogs, paddleboarding, soaking in a good book, or roasting marshmallows by the fire with her daughter.