For over 25 years, Sean has effectively helped clients in all areas of the financial services industry. Sean's experience in commercial banking, health care services, personal banking, insurance, trust services, financial planning, along with his 20 + years in handling clients' investments, presents a unique approach to all aspects of his clients' financial needs.
On top of his MBA in Finance, Sean is a Fellow of both the Canadian Securities Institute (FCSI) and the Institute of Canadian Bankers (FICB). In addition, Sean holds the Certified Investment Manager (CIM), Certified Financial Planning (CFP), Personal Financial Planning (PFP) and the Specialist in Trust Institute (STI) designations.
Sean's business standards have been recognized by his appointment as a Vice-President of RBC Dominion Securities. He is well-versed in the advanced principles and practices of modern portfolio theory and has achieved the status of Portfolio Manager.
As a trusted Wealth Advisor, Sean's clients know that his years of experience and designations provide him with the credibility and correct judgment when assessing and arranging solutions for their financial, investment, retirement, and estate planning needs. His commitment to delivering a comprehensive wealth management experience, including working in coordination with other advisors, accountants, and lawyers, is greatly valued by clients. Sean and his team look forward to working with you to meet your wealth management needs.