In 2014, Sean joined BMO Bank of Montreal in Sudbury as a Financial Services Manager before relocating to study at the University of Ottawa. He is often able to leverage his banking experience acquired before joining our team in 2017 to provide innovative banking & lending 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), Chartered Investment Manager (CIM®) designation and CERTIFIED FINANCIAL PLANNER ® (CFP®) designation.