Meet The Team
Investment Advisor
Associate Portfolio Manager
B.Comm.
CIM®
While serving clients over the past 30 years, Sean has developed long-lasting, rewarding relationships through his reliable advice, which is based on psychological and financial research. Feedback from his clients suggests that they appreciate his frank and honest communication.
Sean has surrounded himself with a team of highly-efficient individuals so he can concentrate on keeping ahead of economic and market trends, deciding overall market strategy, preparing strategic and tactical recommendations for clients, reviewing individual portfolios and conducting client meetings.
Sean joined CIBC in 1988 at 17 years old as a part-time teller and worked full-time in his 20s while attending the University of Windsor to earn his Bachelor of Commerce. He believes that getting work experience at a young age helped forge his success. Sean’s early positions included Financial Services Representative and Commercial Banking Representative. In 1998, Sean moved to TD Wealth Private Investment Advice. He later founded the Lenehan Wealth Management Group (LWMG). In addition to an Investment Advisor, Sean also served as Branch Manager –a position he held for two years while proudly winning Branch of the Year for one of them. In 2020, Sean obtained his Chartered Investment Manager (CIM) designation. This designation, along with leveraging technology, gives Sean the ability to conduct discretionary portfolio management services on behalf of clients.
Sean has a love for history, hockey and golf. He grew up in Essex County and currently resides in Belle River with his wife, Sue. Sean is proud dad to four sons: Liam, Aidan, Ashton and Grayson.
English
University of Windsor
Investment Advisor
Investment Advisor
As an Investment Advisor, my mandate is to help you preserve and grow your wealth though tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
Investment Advisor
B.Comm.
Andrew began working with TD in 2001 and has held several positions with the bank; including 8 years as a Financial Advisor in Leamington, where he was a leading provider of investment and real estate lending advice. With 20+ years of industry experience, Andrew strives to provide an exceptional client experience assisting clients in defining their goals and developing strategies to help meet them. Andrew graduated from the University of Windsor with a Bachelor of Commerce degree and Minor in Economics.
Andrew joined LWMG in 2016 and plays a key role in many areas of the business, including research, portfolio construction, retirement planning, and investment advice. Andrew and his wife, Nancy, live in Kingsville with their three children, Madeleine, Declan and Jack. Away from work Andrew enjoys sports, movies, and spending time with family.
Investment Advisor
B.A.
CJ began his career at TD in 2012 with TD Insurance before moving to TD Ameritrade's U.S. Equity and Options Trade Desk. Later, CJ spent 2016-2022 as Regional Manager – High Value Clients with TD Wealth Direct Investing. CJ joined Lenehan Wealth Management Group in the summer of 2022. He was born and raised in Timmins, Ontario and received his University degree in Ottawa studying law. CJ calls London home, but is very closely connected to our Windsor office.
CJ and his wife, Devon, are proud parents to their young son, Bennett. Their family also includes their golden retriever named Doug. CJ loves all sports, travel, and enjoys the great outdoors. He is passionate about making an impact in the community and has volunteered his time at a number of places including Special Olympics, where he has spent the past 14 years coaching a number of youth sports.
Client Service Associate
B Comm.
Winnie strives to ensure that our clients receive the best client service possible. She oversees the operational and administrative side of our business and performs a very wide range of responsibilities. As our “Chief Operating Officer,” Winnie keeps everything flowing, puts out fires, helps to ensure that nothing falls through the cracks, and contributes meaningfully to the team’s success. Winnie is known for her attention to detail and a commitment to service excellence. She is involved in various day-to-day operations and is a main point of contact for client inquiries. Other responsibilities range from marketing, event planning, strategic planning, and leading tax season for the team. The aspect of her job she loves most is building relationships.
Winnie entered the industry in 2006 and was welcomed to TD Wealth Private Investment Advice in 2007. She met her husband, Trevor, at the University of Windsor while earning her Bachelor of Commerce. They live in Kingsville with their children, Mady and Cole. Winnie enjoys scrapbooking, photography and cheering on her Toronto Raptors team.
Client Service Associate
B.A.
Tori joined the Lenehan Wealth Management Group late November 2018. Tori has shown great skill, dedication, and a genuine willingness to learn. All of these qualities accompanied by a strong work ethic and a true team player attitude makes her a valued member of the team. Tori plays a major part in the day-to-day operations of the business. Her primary role is Cash Management and Account Maintenance Specialist. Anything to do with funds in or funds out, Tori is the one who oversees that. Account maintenance involves many behind-the-scenes tasks that are very important to the operations of the business. Tori is also heavily involved in client meeting preparation and the scheduling of client meetings.
Tori is a graduate of Brock University with a Bachelor of Arts (History). Her work experience has been in the areas of customer service and administration. Tori enjoys helping with youth programs at church, history, reading, canoeing, camping, piano, and music. She loves spending time with family and travelling to new places.
Administrative Associate
Administrative Associate
Renata is brand new to the investment industry. She is a graduate of St. Clair College (Office Administration and Office Administration Medical) and worked at a local hospital for 17 years. Renata's desire for a career change in the fall of 2022 led her to an opportunity at LWMG as our Onboarding Specialist. Renata's primary focus is on new accounts and transfers. She is a true team player who assists with special projects as they come up.
Renata and her husband, Ryan, reside in Kingsville. She is proud mom to son, Dawson and step-son, Cooper. She values family time, enjoys biking, going for walks, and gardening. Renata is her son's biggest fan and enjoys watching him play hockey, baseball, soccer, and basketball.