Investment Advisor
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 Financial Services
About Me
Sean was born and raised in Vancouver and graduated from West Van Secondary in 2000. He continued on at Capilano College School of Business. Sean enjoys many activities outside of the office. Sean plays hockey for Canaccord in the corporate league and recently traveled to Montreal to play in the Canaccord Cup.
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.