Sean joined BMO in 2014 as an account manager 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 prior to joining Nesbitt Burns in 2017 to provide innovative banking solutions to our clientele. Sean specializes in implementing our team’s investment and trading strategies within client portfolios.
Since joining our team, Sean has obtained his Honours Bachelor of Commerce (Specialization in Accounting), his Chartered Investment Manager (CIM) designation from the Canadian Securities Institute as well as his Certified Financial Planner (CFP) designation from FP Canada.
You will often find Sean spending his free time at the cottage or traveling abroad to experience everything other cultures have to offer.