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Our team believes that trust and responsiveness are the cornerstones of exceptional wealth management. We take pride in being a dedicated resource for all your financial needs, and aim to always provide you with timely, thoughtful advice.
Senior Portfolio Manager & Investment Advisor
Sean brings over 25 years of experience to Reynar Wealth Management Group, leading our team with competence and care. As senior portfolio manager and investment manager, he focuses primarily on the day-to-day management of our clients’ portfolios, ensuring that our strategies remain aligned with their short- and long-term goals. He additionally leads our team’s prospecting efforts and actively works to build our network of trusted partners. Sean is passionate about forming deep connections with our clients and is proud to have played a role in helping many of them build their multigenerational legacy. As a licensed portfolio advisor, Sean is one of a select few advisors at RBC Dominion Securities able to offer clients discretionary portfolio management services. This unique benefit, coupled with his comprehensive, family-focused approach, has made him well-regarded both in Calgary and across the industry. Sean holds a degree in finance with distinction from the University of Alberta and has obtained his Chartered Financial Analyst (CFA) designation. He additionally is licensed in options and derivatives. Outside of work, Sean enjoys spending time with his two children and playing sports – specifically golf and hockey.
Associate Advisor
With an analytical mindset and passion for making a difference in the lives of others, Aidan is a key member of Reynar Wealth Management Group. As an associate advisor, he is responsible for helping with the development and implementation of our clients’ wealth management plans, expertly coordinating their investment, retirement, business succession, and estate planning needs. He additionally manages a select number of client relationships and takes pride in providing them with peace of mind through his work. Prior to joining our team, Aidan honed his analytical prowess working at a private equity firm in Calgary. Today, he leverages that skill set to assist with research on a variety of topics, including economic changes and tax-minimization strategies. Aidan is a graduate of St. Francis Xavier University in Nova Scotia, where he completed his Advanced Major in Finance with distinction. He is also a Chartered Financial Analyst (CFA), which is widely recognized as one of the most rigorous designations a financial professional can obtain. When not at the office, Aidan enjoys travelling with his wife, Zoe, and their French Bulldog, Trooper. He spends his free time outdoors – hiking, running, golfing, or playing hockey.
Having worked with Reynar Wealth Management Group since 2007, Robin is a core part of our team. As an associate advisor, his main responsibilities include overseeing investment management operations, client service, and relationship management. Robin is generally the first point of contact for non-discretionary clients and always works to ensure a positive client experience through efficient communication and timely service. He finds great satisfaction in seeing our clients achieve their financial goals. Before joining our team, Robin spent several years working for a large tax company, gaining valuable knowledge he utilizes in his current role to prepare returns for our clients quickly and efficiently. He holds a degree in economics from the University of Calgary and has obtained his Chartered Investment Management (CIM) designation from the Canadian Securities Institute. Robin is also licensed in options and derivatives. Robin and his wife, Holly, are the proud parents to two sons, Cameron and Quentin. When they’re not busy with their kids’ extracurriculars, they enjoy travelling and exploring Calgary’s culinary scene.
A valuable part of our team for over a decade, Cydnee now works as an associate advisor for Reynar Wealth Management Group. She acts as a key point of contact for many of our clients, assisting with trades, transactions, and other aspects of our wealth management services. Cydnee is passionate about the markets and loves that no two days ever look the same for her. She has enjoyed forming deep relationships with many of our clients over the years and looks forward to working with them for years to come. Cydnee has earned her Chartered Investment Management (CIM) designation from the Canadian Securities Institute and additionally holds her options and derivatives licenses. She is also a graduate of Mount Royal University, where she obtained an Honours Bachelor of Arts degree in Psychology. In her free time, Cydnee enjoys hiking, golfing, working out, and trying new restaurants. She is proud to give back to her local community through volunteering with Women United and Women in Business.
Associate
Leveraging her strong time management and organizational skills, Lisa is proud to work as an associate for Reynar Wealth Management Group. On a day-to-day basis, she is primarily responsible for maintaining our team’s high level of client service, with a focus on making the lives of those around her easier. Lisa enjoys the satisfaction she feels when she successfully solves a problem for a client and prides herself on always creating a positive and enjoyable experience. Lisa holds a Bachelor of Commerce degree from the University of Calgary. Prior to joining our team, Lisa spent 10 years working in various roles throughout RBC Dominion Securities before turning her focus and skills toward raising her two daughters. Born and raised in Calgary, Lisa enjoys spending time hiking in the mountains with her younger daughter Kate and cooking freezer meals to give her daughter Ava a “taste of home” while she studies at the University of Alberta.
