Sean Corcoran, CPA, CA

Branch Manager

I have been serving the communities of St. Catharines and Niagara region as a trusted wealth-building professional for over fifteen years.  I attribute the success I have experienced to my client-oriented approach to developing the "complete" solution. This approach enables me to work as a partner with my clients to develop investment strategies and related wealth management solutions that reflect the complete financial sensibilities and values of each client. 

When entering into a partnership with myself and my team, all of our clients immediately experience the benefits of working with a Chartered Accountant (CA).  As a CA, I possess the specialized knowledge capacities necessary to maximize the wealth of each client not only through developing responsible investment strategies, but through helping each client carefully navigate the labyrinth of taxation.  In effect, I am a resource that can help my clients to both build and retain their wealth.     

I obtained my Bachelor of Accounting degree with Honours from Brock University. I then continued my educational and professional development through working towards and receiving the prestigious designation of Chartered Accountant (CA).  In 2012, I was recognized as one of Niagara's Top Forty Under 40 Business Achievement Award winners. To best serve my clients, I have also successfully completed the following financial services industry courses: Canadian Securities Course, Conduct and Practices Handbook, Professional Financial Planner, Branch Managers Course, and Life License Qualification Program.

Our team strives to provide the highest level of service to our clients and pride ourselves on the relationships we have created.  Contact us at 905-680-3075 or toll free at 1-866-451-9292 to be introduced to our relaxed, flexible approach and environment.

Shane Kirby, BA

Regional Wealth Planner

As a Regional Wealth Planner, Shane Kirby facilitates the delivery of wealth planning reports. Using a needs-based approach, Shane works with our clients to not only gather pertinent financial information, but more importantly, to identify issues and help our clients articulate and document their goals to build a plan that meets their complex needs. Working with the support of the wealth planning team, Shane delivers a strategy that addresses retirement planning, cash flow management, risk management, business planning and estate planning.

Shane became part of CI Assante Private Client in 2001. His experience in wealth planning and financial services spans over 20 years. First, he was a member of the Sales and Service team in Central Ontario, where he formed strong relationships with advisors and their teams. This led to the role of Private Client Manager in April of 2004 as well as Regional Wealth Planner in 2009.

Shane holds a Bachelor of Law degree from Carleton University.

Bill Crysler

Financial Advisor

I have worked in the Niagara region building my professional career for over ten years.  I attribute the success I have experienced to my client-oriented approach to developing the "complete" solution. This approach enables me to work as a partner with Corcoran & Partners clients to develop investment strategies and related wealth management solutions that reflect the complete financial sensibilities and values of each client. 

When entering into a partnership with the team, all of our clients immediately experience the benefits of working with a Chartered Accountant (CA).  As a CA, I possess the specialized knowledge capacities necessary to maximize the wealth of each Corcoran & Partners client not only through assisting in developing responsible investment strategies, but through helping each client carefully navigate the labyrinth of taxation.  In effect, I am a resource that can help Corcoran & Partners clients to both build and retain their wealth.     

I obtained my Bachelor of Accounting degree with Honours from Brock University. I then continued my educational and professional development through working towards and receiving the prestigious designation of Chartered Accountant (CA).  To best serve Corcoran & Partners clients, I have also successfully completed the following financial services industry courses: Canadian Securities Course and the Conduct and Practices Handbook.

Contact us at 905-680-3075 or toll free at 1-866-451-9292 to be introduced to our relaxed, flexible approach and environment.

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