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Sunni Schneider

Chairwoman, Client Development Manager

Our firm’s mission is to offer customized portfolios so that each client achieves his or her future goals. We follow a disciplined approach to benefit our clients and provide them with peace of mind.

Sunni brings over 20 years of experience working in the investment industry. After starting her career on an institutional equity trading floor, Sunni then worked at RBC Dominion Securities, CIBC, and National Bank Financial. At these firms, Sunni helped manage portfolios for high-net-worth families, individuals, corporations, and trusts.


After graduating from the University of Western Ontario, Sunni then obtained her Investment Industry Regulatory Organization of Canada (IIROC) licence and the Life Licence Qualification Program (LLQP) insurance licence.

 

Sunni was previously registered with the Mutual Fund Dealers Association as a dealing representative.

 

Sunni will continue to offer the same client experience as her father and our Honorary Founder, Nugent Schneider, provided throughout his 60-year career in the investment industry.


Clients work closely with Sunni to achieve his or her desired outcome. Because each client is unique, Sunni strives to ensure that each client receives exemplary personal attention.


Born and raised in the Greater Toronto Area, Sunni and her two active boys enjoy travelling, cycling, and overall fitness.

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