SO! focusses on helping individuals to get their
budget, finances etc in order that they can build a solid financial foundation for living their life.
Sian Owen (Welsh for Shawn)
MBA awarded in Finance and Marketing
(U of T, 1985)
Worked in financial services for over 22 years, including:
Royal Trust (now part of Royal Bank),
Guaranty Trust (now part of TD Canada Trust),
for: Scotiabank, ABSA, Citibank Cost Rica, ANZ and Bank Boston,
Home Equity Income Trust (the reverse
mortgage people) and
Strategic Capital: purchasing annuities and life settlements.
Predominantly credit based experience (cards, mortgages, lines of credit) also involving pre-authorized
transactions, use of credit bureau information, RSP’s and RESP’s. Essential to all product applications has been
how each product fits in each client's overall Financial Blueprint.
Launched SO! Inc in 2005 from observations that:
consumers were frustrated by trying to be financially wise yet constantly unable to find workable
solutions to everyday problems and
recognizing an opportunity to leverage my hands-on experience.
can contact Sian directly at firstname.lastname@example.org