Sonia specializes in the Wealth Management process, encompassing Financial Planning, Estate Planning, Insurance, as well as touching on things like philanthropic strategies, and business owner. In addition, she coordinates integrating all of these areas into each client Roadmap and works closely with their other trusted partners such as accountants and lawyers.
Sonia is an experienced Financial Planner with a demonstrated history in the financial services industry. Prior to joining Dominion Securities, Sonia’s financial career started in 2000 with a role as an Account Manager with RBC Royal Bank. In 2009, Sonia successfully achieved a designation of Personal Financial Planner (PFP) which allowed her to provide financial planning services to high net worth clients. She has successfully completed the Canadian Securities Course and the Life License Qualification program.
Outside of work, Sonia lives at home with her husband and two daughters. She has been involved with the Wiarton Rotary Club for several years and enjoys all types of fitness training, knitting and visiting her family in Ottawa.