Jessica Sheehan
CFP®, CIM®, CLU®, CHS, FEAWealth AdvisorClient Relationship Manager
jsheehan@nicolawealth.com|416-551-5349
Overview
As a member of Nicola Wealth’s Planning Team in Toronto, Jessica leads business owners, high net worth individuals, and affluent families through an integrated wealth planning process. She helps her clients to understand the complexities of their current situation in order to effectively uncover opportunities and potential challenges ahead.
An honours graduate of the University of Western Ontario, Jessica holds the designations as a Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Chartered Investment Manager (CIM®) and most recently has earned the Family Enterprise Advisor (FEA) designation. She is an active member of the Conference for Advanced Life Underwriting (CALU) and has been serving on the Board of Directors since 2019.
Outside of her role as a wealth advisor, Jessica is active in the Toronto community volunteering with LiftED, which provides extended learning opportunities for Toronto and South African youth in need, through literacy and other academic initiatives.
Insights from Jessica
Professionals you can trust
Speak with a member of our Advisory Team to discuss your situation and learn how we can help.
Meet With Us