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Sean Murphy

Portfolio Manager

  • LL.B.
  • B.Sc.
  • CFA®

Wealth management that evolves as your needs, priorities and circumstances change over time

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Sean Murphy

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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.

ADDITIONAL CONTACT

Branch Office: (780) 408-6054

LANGUAGES

English

EDUCATION

Bachelor of Science in Electrical Engineering, University of Alberta, 2008, Bachelor of Laws, University of Alberta, 2011

Wealth Considerations

Investment Strategies

Banking and Credit Management

Retirement Planning

Protecting Your Assets

Tax Management

Passing on Your Wealth

Education Funding

Business Succession Planning

Planning for Major Purchases

Charitable Giving

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Money Talk

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Canadian big banks beats and misses

All but one of the Canadian big banks beat street estimates in Q1.  Kim Parlee speaks with Mario Mendonca, Managing Director, TD Cowen, about the outlook for the Canadian financial sector as the economy slows, and any potential impact from the Silicon Valley Bank collapse.

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Money Talk Life

Life: your family, money, job, home -- we help you connect the dots.

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When to update your estate plan: 5 key life moments

So you've set up your estate plan. That's great! But that doesn't mean your job is done. It's important to regularly review your documents and keep them up to date. Forgetting to do so could create challenges down the road. Anthony Okolie speaks with Treva Newton, Tax and Estate Planner, TD Wealth, about occasions when you should be updating your estate plan.

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TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

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Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

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