Sean Ma is an experienced Investment Counsellor with more than 20 years in
the financial industry, specializing in delivering customized investment and
wealth management solutions for high-net-worth individuals, families, and
corporations. Renowned for his expertise in constructing and managing
sophisticated investment portfolios, Sean earning the trust of his clients
through strategic insight and a dedication to personalized service.
Currently with RBC PH&N Investment Counsel, Sean leverages his global
perspective and collaborative approach, supported by a team of expert tax and
estate planning professionals and a worldwide network of investment
specialists. His career includes a notable tenure at a leading global firm, where
he refined his skills managing diverse portfolios for affluent clients, cementing
his standing as a trusted advisor.
Sean holds a Bachelor of Commerce from Shanghai Jiaotong University and an
MBA from Fudan University. His credentials as a Certified Financial Planner
(CFP), Chartered Alternative Investment Analyst (CAIA), and Chartered
Financial Analyst(CFA) underscore his commitment to excellence. With deep
expertise in alternative investments, he brings a comprehensive approach to
wealth management.
Beyond his professional pursuits, Sean enjoys soccer and culinary exploration.
He resides in Oakville with his wife and son.
