It is my belief that with the right person by your side you can build a bright financial future. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate, I will partner with you, your accountant, lawyer and other professionals to get you to where you want to be.
I work with successful business owners, professionals and individuals who take planning their future seriously - and I'm passionate about getting to truly know them. Listening attentively to understand what is important to my clients is a skill that was engrained in me from the time I began my career on the Institutional Equity Sales & Trading desk at a global investment bank. Over the course of 18 years on the Institutional side, I provided tailored investment advice to professional portfolio managers and buy-side traders. Today I am honoured to provide families in my community tailored goals-based financial advice to help fulfill their dreams.
I grew up in Ottawa and after graduating University with a Finance degree, I moved to Dublin, Ireland to begin my career and to experience Europe. When I'm not at the office, I enjoy playing hockey, golf, guitar and most of all, spending time with my wife and two daughters.
I understand that investing and the decisions that come with it can be very overwhelming, but with our team by your side utilizing our 5-step process, we will work with you to make sense of investing.
- Estate & Legacy Strategies
- Retirement Income Strategies
- Socially Conscious Investing
- Education Savings Strategies
- Wealth Protection Strategies
- Intergenerational Planning
Phone NumberSean Urie at (905) 829-4706
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