Sean Joseph
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Sean Joseph Email & Phone Number

Wealth Advisor | CIBC Wood Gundy |Professional Financial Planning and Wealth Management, so you can prioritize what truly matters most at CIBC Wood Gundy
Location: Oakville, Ontario, Canada 4 work roles 1 school
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Current company
CIBC Wood Gundy
Role
Wealth Advisor | CIBC Wood Gundy |Professional Financial Planning and Wealth Management, so you can prioritize what truly matters most
Location
Oakville, Ontario, Canada
Company size
2017 employees

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Sean Joseph is listed as Wealth Advisor | CIBC Wood Gundy |Professional Financial Planning and Wealth Management, so you can prioritize what truly matters most at CIBC Wood Gundy, a company with 2017 employees, based in Oakville, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Sean Joseph.

Sean Joseph previously worked as Wealth Advisor at Cibc Wood Gundy and Senior Wealth Associate at National Bank Financial. Sean Joseph holds Bachelor Of Commerce, Finance from Ryerson University.

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Email format at CIBC Wood Gundy

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CIBC Wood Gundy

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Profile bio

About Sean Joseph

Recognizing that an investment portfolio is unique for each individual, we tailor solutions to encompass your specific needs, family goals, and anticipated life events, such as retirement.With this in mind, my team and I work closely with you to build a customized wealth plan, and oversee an investment portfolio that aligns with your current and evolving needs. Leveraging the institutional strength of CIBC Wood Gundy partners, we provide market leading wealth management services. Our team of experts in financial planning, estate planning, insurance, tax, and philanthropy are prepared to share their expertise and contribute to the enhancement of your financial well-beinghttps://www.cibc.com/content/dam/pwm-public-assets/documents/pdfs/social-media-disclaimer-fr.pdf

Current workplace

Sean Joseph's current company

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CIBC Wood Gundy
Cibc Wood Gundy
Wealth Advisor | CIBC Wood Gundy |Professional Financial Planning and Wealth Management, so you can prioritize what truly matters most
canada
Website
cibcwoodgundy.com
Employees
2017
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4 roles

Sean Joseph work experience

A career timeline built from the work history available for this profile.

Wealth Advisor

Current
Cibc Wood Gundy

Oakville, Ontario, Canada

Jan 2024 - Present

Senior Financial Advisor

Scotiabank

Mississauga

Managed a customer portfolio of over $50 million, with an annual goal of $12 million in newinvestments and borrowings.Worked with clients to develop personalized banking solutions to meet their credit and savings needsInvolved in various Scotiabank charity and fundraising events including Scotia Skates for CreditValley Hospital and Rich Hansen 25th.

Sep 2011 - Apr 2016

Customer Service Representative

Scotiabank

Mississauga

Accurately and efficiently processed and recorded routine transactions for bank customers includingcashing checks, accepting deposits and withdrawals, processing loan payments and moneytransfers.Met and surpassed weekly referral goals by engaging customers in discussions about Scotia Bank’sproducts and services, while recommending instruments that would be.

Aug 2010 - Sep 2011
Team & coworkers

Colleagues at CIBC Wood Gundy

Other employees you can reach at cibcwoodgundy.com. View company contacts for 2017 employees →

HM Heather Mcdonald Heather Mcdonald Colleague at Cibc Wood GundyCalgary, Alberta, Canada, Canada View → ML Madeleine Lachance Madeleine Lachance Colleague at Cibc Wood GundyBoisbriand, Quebec, Canada, Canada View → GK Greg Knudsen Greg Knudsen Colleague at Cibc Wood GundyBelleville, Ontario, Canada, Canada View → CH Cheryl H. Cheryl H. Colleague at Cibc Wood GundyCanada, Canada View → DM Devon Mistafa, Cim, Fma Devon Mistafa, Cim, Fma Colleague at Cibc Wood GundyWinnipeg, Manitoba, Canada, Canada View → PD Pasquale D'Ambrosio Pasquale D'Ambrosio Colleague at Cibc Wood GundyMontreal, Quebec, Canada, Canada View → MM Michael Mcfadden Cfp® Michael Mcfadden Cfp® Colleague at Cibc Wood GundyKemptville, Ontario, Canada, Canada View → SM Susan Macquarrie Susan Macquarrie Colleague at Cibc Wood GundyHalifax, Nova Scotia, Canada, Canada View → DA Dines Allan Dines Allan Colleague at Cibc Wood GundyCanada, Canada View → JL Jill Laing, Ba Jill Laing, Ba Colleague at Cibc Wood GundyAbbotsford, British Columbia, Canada, Canada View →
1 education record

Sean Joseph education

FAQ

Frequently asked questions about Sean Joseph

Quick answers generated from the profile data available on this page.

What company does Sean Joseph work for?

Sean Joseph works for CIBC Wood Gundy.

What is Sean Joseph's role at CIBC Wood Gundy?

Sean Joseph is listed as Wealth Advisor | CIBC Wood Gundy |Professional Financial Planning and Wealth Management, so you can prioritize what truly matters most at CIBC Wood Gundy.

Where is Sean Joseph based?

Sean Joseph is based in Oakville, Ontario, Canada while working with CIBC Wood Gundy.

What companies has Sean Joseph worked for?

Sean Joseph has worked for Cibc Wood Gundy, National Bank Financial, and Scotiabank.

Who are Sean Joseph's colleagues at CIBC Wood Gundy?

Sean Joseph's colleagues at CIBC Wood Gundy include Heather Mcdonald, Madeleine Lachance, Greg Knudsen, Cheryl H., and Devon Mistafa, Cim, Fma.

How can I contact Sean Joseph?

You can use AeroLeads to view verified contact signals for Sean Joseph at CIBC Wood Gundy, including work email, phone, and LinkedIn data when available.

What schools did Sean Joseph attend?

Sean Joseph holds Bachelor Of Commerce, Finance from Ryerson University.

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