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PHILIP FRANCIS,CIM, FCSI, Ch.P. Strategic Wealth®

Portfolio Manager

Home» Our team» Sheena Capozzi

Our team

Sheena Capozzi

Investment Services Associate

Sheena Capozzi Sheena has worked in the securities industry since 1986, and has experience handling everything from public company shareholder relations to commodities clearing. Sheena has been with our firm since 1995. She has been registered in the securities industry since 1991 and, for a time, had her own clientele.

As an Investment Services Associate, Sheena helps in all areas of client service — passing on recommendations, answering your questions regarding the basics of investing, placing orders, dealing with your accountant during tax time if necessary, and handling forms and administration of the business.

Outside of the office, Sheena enjoys spending time with her young family in her North Vancouver home and volunteering in her community.

No entity within the Macquarie Group of Companies is registered as a bank or an authorized foreign bank in Canada under the Bank Act, S.C. 1991, c. 46 and no entity within the Macquarie Group of Companies is regulated in Canada as a financial institution, bank holding company or an insurance holding company. Macquarie Bank Limited ABN 46 008 583 542 (MBL) is a company incorporated in Australia and authorized under the Banking Act 1959 (Australia) to conduct banking business in Australia. MBL is not authorized to conduct business in Canada. No entity within the Macquarie Group of Companies other than MBL is an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Australia), and their obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of any other Macquarie Group company. Macquarie Private Wealth Inc. is a member of the Canadian Investor Protection Fund and IIROC.