Sean is passionate about providing investment and wealth management service that improves the lives of his clients. He primarily helps successful health care professionals, entrepreneurs, business owners and other affluent individuals who aspire to goals like a work-optional lifestyle.
Sean and his team have developed and refined a process to put all the pieces of your financial puzzle together. They call it the 4D Investment Process. Through this disciplined process, Sean assists you in growing your net worth while minimizing taxes, allowing you to reduce your time commitment at work without sacrificing income and spend more time on your families, friends and passions.
Sean is a Senior Portfolio Manager and Wealth Advisor of our firm, a title that recognizes his unyielding commitment to his clients’ success. He is a member of our President’s Circle and the recipient of numerous other awards highlighting the quality service he provides based on trust, care, and sound investment advice. Sean has a Master of Science degree and is a Chartered Investment Manager (CIM).
Sean splits his time between Calgary and Canmore with his wife, Dianna, and kids, Carson and Clea. He is active in the community as a coach and volunteer, supporting many great causes like the Ride to Conquer Cancer where he is Team RBC’s captain. Over the past 9 years they have raised over $500,000 for Cancer Research in Alberta.
Contact Sean today to arrange a complimentary initial consultation.