Sean Murray, MBA,CMA,CPA,TEP
Estate Planning Specialist
Sean is an experienced insurance and estate planning professional. Prior to entering the life insurance industry Sean was a senior manager in the tax group of a national accounting firm. His experience includes personal and corporate tax, estate and succession planning, and corporate reorganizations. Sean, a Certified Management Accountant and Certified Public Accountant (Delaware), holds a Master of Business Administration degree from the Richard Ivey School of Business at The University of Western Ontario.
As an Estate Planning Specialist, Sean brings over 10 years of insurance industry expertise. Seans responsibilities include identifying and recommending advanced insurance-based tax and estate planning strategies to meet clients wealth management objectives; he works closely with you and your professional advisors in developing and implementing these strategies.
Sean is a member of the Certified Management Accountants of British Columbia, the American Institute of Certified Public Accountants, the Society of Trust and Estate Practitioners, and the Canadian Tax Foundation. Away from the office, Sean and his wife Jacqui enjoy travelling and seeking out new destinations to explore.
Comprehensive Insurance Planning
Working closely with your advisor, Sean employs a comprehensive process to assess your wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them. For more complicated situations, he works with your other professional advisors in the development of appropriate solutions.
Sean can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity, and living benefits solutions. He can also assist you in structuring your insurance contracts to ensure your wealth is transferred to your heirs in accordance with your wishes. To help you receive high-quality, cost-effective insurance solutions, Sean evaluates various insurance offerings from Canadas top-ranked insurance providers.