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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.
Lenehan Wealth Management Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
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.
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.
Tori joined the Lenehan Wealth Management Group in late November 2018. In her time with LWMG thus far, 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 an extremely valued member of the team. Tori plays a major part in the day-to-day operations of the business. Her responsibilities include cash management, 'onboarding' which includes new accounts and transfers, and client meeting preparation. She plays a big part in account maintenance and many behind-the-scenes tasks.
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, horseback riding, history, reading, canoeing, camping, piano, and music. She loves spending time with family and travelling to new places.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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