Sean has nearly three decades of experience in the Private Wealth Management Industry and is a seasoned professional that is dual licensed in insurance and investing. His clients admire that he brings a calm voice of reason with a tremendous amount of experience and takes a clinical approach to difficult market conditions or discussions.
Prior to joining Nour Private Wealth Sean was a Vice President Investment Advisor at CIBC Wood Gundy for 18 years and worked as an investment advisor at Merrill Lynch Canada and RBC Dominion Securities. His client base is made up of high net worth and ultra high networth clients from a variety of fields including but not limited to medical professionals, business owners & affluent retired investors. At the core of his investment service he understands that great wealth can create complexity. Investment strategies become more sophisticated, estate planning and succession issues can loom large, and even philanthropic efforts can complicate your life. Providing a calm voice of reason in any market conditions is critical and providing accessto an extraordinary and comprehensive range of skills and resources is Sean solution to helping you preserve your wealth and advance your goals and most importantly enhance your life.
Sean commitment to every investor is that each client receives a customized investment process that takes into account their unique goals, risk tolerance and philosophy. Tax efficient investing as well as low fees and expenses is a key objective to Sean approach. “I tell my clients that it’s not about what you make, it’s about what you keep.” I don’t make decisions for you – I make them with you. I listen closely when you share your priorities and concerns. Our discussions help me to provide guidance so that you can gain control, weigh your next steps and create the right course of action. It all comes down to delivering advice that is relevant to your life and your financial success. Sean also loves to educate his clients on the history of investing and the stock market. When he is not working Sean devotes all his time to his wife and 3 children and their sports and his faith. Sean has been a hockey coach for 17 years in boys competitive hockey and has volunteered in senior board positions such as Childreach and Facing off Fore Charity.