Sean works closely with our team to implement investment and trading strategies for client portfolios. Sean joined BMO in 2014 before relocating to Ottawa from Sudbury, Ontario to study at the University of Ottawa. He is often able to leverage his prior banking experience acquired before joining Nesbitt Burns in 2017 to provide sound banking solutions and referrals to our clients.
Since joining our team, Sean has obtained his Honours Bachelor of Commerce with a Specialization in Accounting, his Chartered Investment Manager (CIM) designation with the Canadian Securities Institute as well as his CERTIFIED FINANCIAL PLANNER® (CFP) designation with FP Canada.
You will often find Sean spending his free time at the cottage or travelling abroad to experience new cultures.