Based on over 25 years of experience as an advisor, Sean believes the greatest strength he brings to a client relationships is his ability to simplify the complex world of personal finance to basic terms that clients can understand. In this way, he empowers clients to make well informed financial decisions that they are comfortable with.
Working with a team of highly skilled professionals; lawyers, accountants, insurance specialists, lenders; Sean provides integrated wealth and life management solutions to the various complex needs of individual clients and even extended family, multi-generational situations. Since the beginning of his career as a Financial Advisor he has had an emphasis on tax planning and even tax return preparation for clients.
Formal education; obtained a bachelor of business administration with a major in Economics from the University of Prince Edward Island. Also various industry specific courses; licenses and continuing education required over a career in finance.
He is a family man with wife and two children keeping him working hard between fishing trips. A consummate outdoors-man with various awards for his volunteering efforts with environmental charities.