For more than 25 years, Sean has helped clients secure their financial futures. He draws on his deep experience working with commercial banking, health care services, personal banking, insurance, trust services, financial planning, along with his 20+ years in handling clients' investments.
Sean is committed to studying the markets, which provides him with the credibility and judgment necessary to assess and arrange solutions for each client’s financial, investment, retirement, and estate planning needs. Clients appreciate Sean’s level of knowledge about market planning and portfolio decision-making, and his quick responsiveness to any request or concern at any point of the day.
A graduate of York University, Sean holds an MBA in Finance, and is a Fellow of both the Canadian Securities Institute (FCSI) and the Institute of Canadian Bankers (FICB). Sean has also earned the Certified Investment Manager (CIM), Certified Financial Planning (CFP), Personal Financial Planning (PFP) and the Specialist in Trust Institute (STI) designations.
Outside of work, Sean has practiced seven different types of martial arts over the years, and holds three different black belts. On the weekends, you can find him cheering on the Dallas Cowboys or spending quality time with his wife, Wendy, adult children, and young grandchildren.