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 Relationship Associate
B Comm
An experienced customer service representative who is skilled in trend analysis, team management and critical thinking, Sara has been with our team since March 2018. Prior to joining our team, she was a Customer Service Representative at TD Canada Trust in Peterborough for almost five years. Sara earned a Bachelor of Commerce from Ryerson University after obtaining Diplomas in Fashion Management Diploma from George Brown College and in Parks, Recreation and Leisure Studies from Fleming College.
Volunteering in the community is an important part of Sara’s life. Since 2014, she has planted trees every year with other TD employees and members of our communities. Sara also serves as a gift wrapper every Christmas to earn donations and recruit other volunteers in support of Big Brothers Big Sisters. Sara was the TD Volunteer Branch Coordinator for United Way Centraide Canada in 2017; she and the team exceeded their branch’s goal, raising the second-highest amount in the district. Sara was also the TD Fundraising Branch Coordinator for United Way Centraide Canada in 2016.
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.
