My Business
It is Sean's goal as an Investment Advisor at Canaccord to provide his clients with impartial long term investment advice. Sean enjoys working with his clients to help them establish their investment needs and objectives. Sean is committed to servicing his clients in a unique and professional manner.
My Clients
The majority of Sean's clients are high net worth individuals and business owners looking for investment advice and direction. Sean's wealth management approach ensures his clients long term goals are met by Canaccord's wide variety of investment solutions.
Services Provided
Sean specializes in wealth management and offers a variety of different products. Some of the products and services Sean offers are:
- Managed Portfolio Accounts
- Estate Planning
- RRSP Planning
- Individual Pension Plans
- Portfolio Analysis
- Life Insurance Solutions through Canaccord Estate Planning Services Ltd.
My Mission
Sean is an honest and trustworthy individual and prides himself on hard work and leadership. He strives to efficiently service his clients' needs with a fee based solution that enables them to enjoy life without worrying about their investments.