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Wealth management that evolves as your needs, priorities and circumstances change over time
Sean is passionate about investing and about helping people to reach their goals. He left his earlier career as a lawyer so that he could pursue these passions in his work. Prior to joining TD Wealth Private Investment Counsel, Sean worked as a Tax and Estate Planner with the Wealth Advisory Services team at TD Wealth, where his focus was helping clients to resolve their tax and estate planning issues. In his current role, Sean finds a great deal of satisfaction in helping clients develop and implement holistic wealth management plans that go beyond their investment portfolios.
A lifelong Albertan, Sean moved from Wetaskiwin to Edmonton to study engineering at the University of Alberta in 2003. He graduated with a Bachelor of Science in Electrical Engineering in 2008 before continuing his studies at the university in the Faculty of Law that same year. He graduated with his Bachelor of Laws degree in 2011 and was admitted to the Bar in Alberta in 2012 after completing his articles with a firm in Edmonton. He transitioned to inactive status with the Law Society of Alberta after joining TD Wealth Private Investment Counsel.
Sean holds the Chartered Financial Analyst® (CFA) designation from the CFA Institute. He also holds the Trust and Estate Practitioner (TEP) designation from the Society of Trust and Estate Practitioners (STEP).
Sean lives with his wife Natalie and their two dogs in south Edmonton. Outside of work, he tries to balance out his love for food by staying active and going to the gym. He also enjoys reading, watching movies and following the NFL.
Branch Office: (780) 408-6054
Bachelor of Science in Electrical Engineering, University of Alberta, 2008, Bachelor of Laws, University of Alberta, 2011
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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