As an Associate with PH&N, Sean helps manage portfolios for high-net-worth individuals, charitable foundations, corporations and estate and trust clients. Among his responsibilities, he assists with the preparation and design of investment policy statements, the monitoring and adjustment of portfolio asset allocations and the continuous analysis and interpretation of financial and capital markets.
Prior to joining RBC Wealth Management in 2023, Sean worked as a New Accounts Specialist at Questrade where he assisted individuals and corporations in setting up self-directed trading accounts. He guided clients through the onboarding process, explained various account types and ensured all documentation met regulatory requirements.
Sean is a Chartered Financial Analyst (CFA) Charterholder and is a member of the Toronto Society of Financial Analysts. Sean holds a Bachelor of Commerce degree in Business Management.
