Sean believes the greatest strength he brings to his client relationships is his ability to simplify the complex world of personal finance into basic terms that clients can understand. After 25 years in the business, he tends to empower clients to make well-informed financial decisions that they are comfortable with.
Working with a team of skilled professionals—lawyers, accountants, insurance specialists, and lenders—Sean provides integrated wealth and life management solutions to the various complex needs of individual clients and even extended family, multi-generational situations. Since the beginning of his career as a Financial Advisor, he has put an emphasis on tax planning and even takes on tax return preparation for clients.
Sean obtained a Bachelor of Business Administration with a major in Economics from the University of Prince Edward Island. He is a dedicated family man with his wife and two children. They keep him working hard between fishing trips. Sean is a consummate outdoorsman with various awards for his volunteering efforts with environmental charities.