Sheena Schreiner is a seasoned investment advisor with over 22 years of experience in the financial services industry. She has a remarkable track record in helping clients secure their financial futures, focusing on building an individualized strategy based on their family’s unique set of goals and circumstances. Sheena’s commitment to her clients and unwavering dedication to her craft have earned her a reputation as a trusted expert in this field. Since 2010, she has been an integral part of the team at Cresco Wealth Management, Wellington-Altus Private Wealth, where her warm presence and bubbly personality has won over the hearts of her team and clients.

Beyond her thriving career, Sheena loves being a mother to her nine-year-old daughter and two dogs. Sheena can often be found cheering on her daughter at her swim meet competitions, escaping to her mom’s cabin, cheering on the Blue Jays, and enjoying the outdoors with her dogs at various dog parks across the city. She is also deeply committed to giving back to the community as a part of 100 Women Who Care Calgary for the past five years, as well as taking part in numerous fundraising activities on her own and with the team at Cresco Wealth Management. Sheena exemplifies a dynamic blend of professional expertise and fulfillment, making her a role model in wealth management and in her life outside of the office.

Please tell us about a turning point or challenge that you feel shaped you as a leader or mentor.

"Becoming a single mother to my daughter, I knew that I wanted to show her that women can do anything they set their minds to. This has evolved into becoming an advocate for other women in business and empowering women to take charge of their financial wellbeing through our educational seminars I host with my colleague called 'Women & Wealth', meant to educate and provide confidence in a safe space with other curious women."

Share a success story - what are you most proud of accomplishing?

"Being honored as one of Canada's top 50 Leading Women in Wealth for 2023 marks a pinnacle in my career. This prestigious recognition surpasses anything I've received. To stand alongside such an exceptional group of women is truly humbling. Recognizing the pivotal role women play in wealth management instills in me the confidence that we not only belong but are making a profound impact in our clients' lives."

Sheena's session format is flexible and may take place in-person or virtually.