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Sheyla Kallas Coimbra, Financial Advisor

Focus Areas

  • Retirement income strategies
  • Retirement savings strategies
  • Business retirement plans
  • Intergenerational planning
  • Wealth strategies
  • Education savings strategies

About Sheyla

Feeling comfortable with your financial professionals cannot be overrated. You'll be talking about some very personal things – your money, your family, your future, your dreams. I took this to heart when I moved to the West Kootenays over 10 years ago when I sat in the lobby of the financial institution I worked for.

Today in my role as financial advisor, I choose to create an environment where you'll feel relaxed and valued as we talk about where you are financially, where you want to be and how to get there. We will review not just what investments I...

Work History

  • Edward JonesJanuary 2023 to Current

Team Members

  • Regan O'Neil
    Client Experience Specialist
  • Monica Sokol
    Client Experience Specialist

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Office Information

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