Sonia Buckle, Cpa, Cma
About Sonia Buckle, Cpa, Cma
Sonia Buckle is an Associate Consultant at Investors Group Financial Services Inc in Vancouver, Canada, specializing in financial planning services. With over 17 years of experience in the financial services industry, she provides personalized guidance to clients on various financial matters.
Work at Investors Group Financial Services Inc
Sonia Buckle has served as an Associate Consultant at Investors Group Financial Services Inc since 2016. Based in the Vancouver, Canada area, she provides financial planning services that cater to both short and long-term client goals, including home purchases, education funding, and retirement planning. Her role involves working closely with clients to deliver tailored financial solutions.
Education and Expertise
Sonia Buckle holds a Bachelor of Business Administration (BBA) in Finance and Accounting from the University of Technology, Jamaica, which she completed from 1994 to 1996. She furthered her education by studying at the Certified Management Accountants Society Canada, where she achieved her CPA and CMA designations between 2010 and 2012. Her educational background supports her specialization in financial analysis, including insurance, tax, estate, retirement, investment, and cash management.
Background in Financial Services
With over 17 years of experience in the financial services industry, Sonia Buckle has developed a strong focus on building long-term client relationships. Prior to her current role, she held various positions in accounting and finance across multiple organizations, including RBC, Rogers Communications, and VersaCold Logistics Services. Her diverse background has equipped her with a comprehensive understanding of financial operations.
Previous Work Experience
Before joining Investors Group Financial Services Inc, Sonia Buckle held several accounting and finance roles. She worked as an Intermediate Accountant at Rogers Communications for six years and as an Accounting Supervisor at VersaCold Logistics Services for one year. Her earlier experience includes positions as an Accounts Payable Clerk at Accredited Home Lenders and a Junior Accountant at Opus Hotel, among others, contributing to her extensive knowledge in financial management.
Collaborative Financial Guidance
At Investors Group Financial Services Inc, Sonia collaborates with Senior Financial Consultant Christian Boakye-Agyeman to provide personalized financial guidance. Together, they focus on delivering comprehensive financial strategies for business owners, individuals, and families, ensuring that clients receive tailored advice that aligns with their financial aspirations.