An experienced insurance and estate planning professional, Sean specializes in providing succession and estate planning strategies for business owners and affluent families. Sean works closely with you and your professional advisors to develop and implement tax-efficient strategies that are optimized to meet your wealth management goals.
A Chartered Professional Accountant and Certified Public Accountant (Delaware), Sean holds an MBA from the Richard Ivey School of Business at The University of Western Ontario. Sean is a member of the Chartered Professional Accountants of British Columbia, the American Institute of Certified Public Accountants, the Society of Trust and Estate Practitioners, the Estate Planning Council of Vancouver, and the Canadian Tax Foundation.
Away from the office, Sean and his wife Jacqui enjoy outdoor pursuits, motorcycle touring, and finding new destinations to explore on their travels.