Meet The Team
Portfolio Manager
Investment Advisor
Portfolio Manager
Investment Advisor
Sean has over 20 years of experience behind him and another 20 years of potential ahead of him. He and his team advise high-net worth individuals, families and organizations with a wide range of financial needs. Whether you are building your assets or shifting into retirement, his insightful counsel, disciplined approach and focus on effective risk management can help you make informed decisions to shape the future you envision for yourself and your family or business.
Prior to joining TD Wealth Private Investment Advice, Sean spent a year at TD Asset Management, which gave him a respect for research and a love for pouring over numbers. He became an advisor to work more closely with people and help give those numbers tangible meaning. After earning a degree in History and Math at the University of Western Ontario, he later deepened his skills by earning the Chartered Investment Manager (CIM®) designation. His Fellow of Canadian Securities Institute (FCSI®) designation attests to his professional acumen and conduct.
Sean serves on the TD Wealth Portfolio Manager Advisory Committee, where he works to help simplify and streamline the discretionary wealth management process for affluent clients. A former triathlete, mountain biker and an avid cyclist, he enjoys relaxing with family and friends, taking in a good book or an exhibit at the Royal Ontario Museum or Art Gallery of Ontario, and attending live concerts.
Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
Additional TD Specialists
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Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
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Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
