WSC Financial boasts a team of committed professionals, all striving to offer Clients the highest level of service.

Ralf Soeder, CFP®, CHS™, CLU®

Advisor, Sun Life
Managing Partner, WSC Financial Solutions Inc.

Over his career, Ralf has helped many families accumulate wealth and protect their loved ones. Ralf is passionate about helping each Client. He works closely with them to develop a financial plan that meets their goals. One area of specialization Ralf appreciates is working with business owners to integrate all their needs into one plan. Ralf and his wife Kimberley have three daughters. Family gatherings are precious and harder to organize now that careers have drawn the girls from Vancouver to London, England. Ralf also volunteers his time in Oakville as a lifelong Rotarian. 

Jennifer Estall, CFP®, CHS™, CLU®

Advisor, Sun Life
Managing Partner, WSC Financial Solutions Inc.

For nearly two decades, Jennifer has helped individuals and business owners identify their financial goals and navigate difficult conversations. Jennifer also enjoys working with small to medium sized businesses to provide Group health and Dental and group RRSP options.

As a mother, a businesswoman and an active community volunteer, Jennifer's authentic interest in people resonates with Clients. She takes the complexity out of planning by making Clients financial security a priority.

Sheena Magnotta, PFP®, QAFP™

Financial Planner, Sun Life
Managing Partner, WSC Financial Solutions Inc.

Sheena joined the WSC team in 2016 with 15 years of experience in the financial services industry. Her background in process development and administration benefits her ability to provide a top-notch Client experience. Sheena's focus is on active wealth management and working with each Client to provide a customized investment solution. She works closely with Clients to identify their goals and needs by creating a holistic plan and helps them achieve financial security. She particularly enjoys the complexities of working with young professionals, pre-retirees and retirees. It makes her happy to see Clients succeed.

Sheena and her husband Dave live in St. Catharine's with their three boys. In her free time, Sheena loves watching her sons play hockey at the local arena. She also enjoys spending time outdoors with her family or getting away to Muskoka for family weekends.

Jamison Soeder

Associate Advisor, Sun Life

As a millennial, Jamison realizes planning for the future starts now. She helps educate Clients about the immediate steps they can take to build wealth and protect their loved ones. Her background in international travel and education enabled her to hone her organizational skills. Jamison applies herself in the same way to helping each Client move forward on their journey to financial security. Jamison knows that life is full of transitions, from starting a family, buying a house or preparing for retirement. Working with her helps Clients prepare themselves for today and the days ahead. 

Kevin Smith, CFP®

Associate Advisor, Sun Life

Kevin is a financial professional with over nine years of experience in the financial services industry. He holds the RRC designation (Registered Retirement Certification) and is currently pursuing the CFP® designation (CERTIFIED FINANCIAL PLANNER®). A Client- focused professional, Kevin has an in-depth understanding of the financial landscape, while leveraging his passion for educating Clients. His combined business acumen and sports background provide him a unique and structured perspective when it comes to strategic implementation for Clients.

 In addition to spending time with his wife and son, Kevin enjoys giving back to the community through volunteering. For 10 years, he coached every level of minor hockey from AA to Junior A. 

Irene Lalonde, B.Comm.

Service Associate, Sun Life
Operations Manager, WSC Financial Solutions Inc.

Irene has worked in financial services for over 20 years specializing in holistic options catered to each individual. Leveraging her experience in a wide range of wealth services, she leads the administrative support team. She also oversees operations, compliance, and marketing for our office. She is passionate about fostering an exceptional Client experience supported by seamless and efficient processes. She strives for continuous improvement within an ever evolving environment, and supports learning and personal development for the team. In her free time, Irene enjoys spending time with her family, in nature, and teaching wellness classes.

Donna Lisoweski, BBA, CFP®

Service Associate, Sun Life

Donna has been in the financial services industry for more than 15 years and has recently joined the WSC team. She has earned a CERTIFIED FINANCIAL PLANNER® designation. She works closely with Jennifer Estall to support Clients and their planning needs. Donna enjoys working in a Client-focused role, by helping people navigate financial decisions and providing peace of mind through the planning process. She joins Jennifer at Client meetings, keeps in touch with Clients and ensures all regulatory requirements are met. She assess Client's needs and ensures the plans she creates provide the detail and guidance that she relies on for her own family, to ensure a bright future.

Marcy Barclay

Service Associate, Sun Life
Wealth and Insurance Administrator, WSC Financial Solutions Inc.

Marcy has worked in the financial services industry for over 15 years. She takes pride in helping Clients with service needs and ensuring all trades and transfers are handled efficiently with an eye on every detail. She joined the team in 2017 and continues to improve the back-office processes, always keeping the Client experience at the centre of how we work. Marcy is an active member of our compliance team and holds both a life and a mutual fund license. She is pleased to be in a role where both her experience and interest in continual improvement is appreciated.

Jessica Donnelly, ALMI

Service Associate, Sun Life
Client Insurance Administrator, WSC Financial Solutions Inc.

With over 15 years of experience in the financial industry, Jessica understands the value in building strong relationships and providing proactive service. As a creative person, Jessica takes pride in helping advisors develop optimal insurance options for Clients. Jessica's love of helping people makes her well-suited for this career. She approaches challenges with an open mind. Outside of the office, Jessica is an active community volunteer. She is a Certified Forest Therapy Guide and brings elements of this mindful practice into her workday life. Jessica grew up in Burlington and is happy to now be raising her daughter here with her husband.

Cindy Nudds, FLMI

Advisor Assistant, Sun Life

Cindy holds a wealth of knowledge and experience in the financial services and insurance field. She has completed several highly recognized industry related courses, such as the Fellow, Life Management (FLMI) designation. Her knowledge, experience and passion for Client service, makes her a great asset to our team and to Clients.
In her spare time, Cindy enjoys spending time with family and hiking with their family pup.

Jayashree Menon

Advisor Assistant, Sun Life

Jayashree has been working within the Sun life organization since 2001, recently joining WSC as a Advisor Assistant. She brings a wealth of knowledge and customer service experience to her role. She warmly greets Clients in the office and on the phone. Her desire to help people is clearly evident in her attention to detail and caring ways. Coming from a large extended family, she is a natural fit in the work family and a valued team member.

WE ARE GROWING

Looking to join the WSC team?

Our team is growing, and we want you to be part of our success!