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Wealth Advisor,
Dealing Representative
Calgary, AB


Sean has gained experience working for leading investment management firms, Mackenzie Investments and CI Financial, and understands the importance of tailored thoughtful solutions. Sean is dedicated to assisting families, professionals, and business owners in preserving and managing wealth across generations and helping clients achieve what they aspire to in their lives.

Sean holds a BComm with Honours with a focus on Finance and a minor in Economics from Carleton University. He has also earned the Certified Investment Manager (CIM) designation. 

Outside of Sean's professional endeavours, he enjoys activities like hockey and golf. Local to Calgary, Sean, along with his wife, daughter and dog, works just as hard to maintain a life around friends and family.

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