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With more than 18 years of financial services, business and investment experience, Sean is actively focused on providing discretionary investment management services to high net worth individuals and families, estates & trusts, and charitable and business organizations. He has experience dealing with complex financial, tax and estate planning issues, including business succession planning and leveraged insurance solutions.
Sean's primary role is to provide investment counsel to his clients, specifically to develop and implement investment strategies tailored to meet their individual needs. He is responsible for the design and delivery of distinctive investment management solutions and services to private clients, corporations, foundations, estates and trusts.
Sean has been with TD since March of 1996 and joined TD Wealth Private Investment Counsel in 1998. He is a graduate of the University of Calgary earning a Bachelor of Commerce degree in Finance and has received his Chartered Financial Analyst (CFA) designation. He has also received several other investment industry accreditations including the Canadian Securities Course, Canadian Options Course, and his Life Insurance license.
He is a member of the CFA Institute and the Calgary CFA Society.
Sean also serves as Treasurer for a local charity that provides services for developmentally challenged adults.
Toll Free: (877) 311-3645
Branch Office: (403) 503-4800
Bachelor of Commerce
The distinct discovery process we use will take you through some behaviour questions and how you really make decisions. And when it's all done, a diagnostic using behavioural finance will take all that information, how we can work best with you and what the next steps are in creating your wealth strategy - prioritized by what matters to you. A wealth strategy which manages the important things like your retirement, your kid's education, your family cottage - not just your money.
Armed with a deep understanding of your priorities and values, we'll work with a core team of specialists to help you achieve your goals. And, as your needs evolve, your wealth strategy will evolve with you. We take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.