Senior Investment Advisor, CFP, PFP®, CIM®
iA Private Wealth Insurance
After years in the banking industry, Sean became an independent Financial Planner, a role he’s been enjoying for 11 years. His BA in Psychology and Economics from Queen’s University is invaluable in his work as a money manager, where he can properly educate and reassure clients about market volatility. As a Certified Financial Planner (CFP), Personal Financial Planner (PFP®), Chartered Investment Manager (CIM®), Sean provides all-encompassing financial planning services. These include investment advice, insurance and family protection*, tax and retirement planning, and estate and wealth transition planning. Sean prides himself on building successful long-term relationships built on trust.
416-949-8111 | firstname.lastname@example.org