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Sean Urie, Financial Advisor

FINANCIAL ADVISOR
Sean Urie

CIM®
1148 Winston Churchill Blvd., Unit #1a, Oakville, ON L6J 0A3opens in a new window
CallSend Me a Message

Focus Areas

  • Estate and legacy strategies
  • Retirement income strategies
  • Sustainable Investing
  • Education savings strategies
  • Wealth protection strategies
  • Intergenerational planning

About Sean

As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress...

Work History

  • Edward JonesAugust 2018 to Current

Team Members

  • Trupti Utchil
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(905) 829-4706

Fax

(877) 335-9394

Office Address

1148 Winston Churchill Blvd.
Unit #1a
Oakville, ON L6J 0A3opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

We use an established process to help you reach your goals.

Learn More