CALGARY - Key Persons
Job Titles:
- CIM / Senior Portfolio Manager & Wealth Advisor
- Senior Portfolio Manager and Wealth Advisor
Sean is a Senior Portfolio Manager and Wealth Advisor of our firm, a title that recognizes his unyielding commitment to his clients' success. He is a member of our President's Circle and the recipient of numerous other awards highlighting the quality service he provides based on trust, care, and sound investment advice. Sean has a Master of Science degree and is a Chartered Investment Manager (CIM).