Portfolio Manager, Investment Advisor
CurrentSean has over 20 years knowledge in wealth management indluding working exclusively with physicians and their families. He passionate about providing high quality service and personalized wealth management strategies to bring order to your financial life.My clients can have complex financial situations that require tailored strategies. By understanding your personal aspirations, I pledge accountability to help you follow through on your financial commitments. I maintain the highest level of professionalism and integrity, and are bound by a fiduciary duty to you in working for your best interests. I leverage CIBC Wood Gundy’s experienced investment management team and my expertise in order to present all solutions that will meet clients' unique, evolving financial needs. I bring insight from the outside to help you avoid emotionally driven decisions on important money matters, and I explore what will be needed to succeed in your situation.My partnership with CIBC, a leading Canadian-based financial institution with a global presence, provides clients with world class expertise, partners in planning and access to every line of business for an integrated financial services solution. CIBC's vision “to build the most trusting and enduring client relationships by putting the client at the centre of all that we do,” strongly resonates with my core values and the expectations of our clients.
