Sean Sullivan started his career in Wealth Management in 2008. He holds a Bachelor of General Studies with a Minor in Business from Simon Fraser University, and holds the Associate of Project Management designation from the globally recognized Project Management Institute. He has also earned the Chartered Investment Manager designation from the Canadian Securities Institute.
Having started his career during one of the most tumultuous years for markets, he is a seasoned investment professional with 18 years’ experience. Pro-active rather than reactive investment management is a tenet of his philosophy. This is representative of his dedication to continuous evaluation and communication of market trends. Client satisfaction and portfolio performance are the cornerstone of his approach to wealth management.
Having participated in the local community he has had the privilege of sitting on the White Rock Sea Festival board and has volunteered with the BC Cancer Foundation and Quest Outreach Society. Sean resides in South Surrey with his wife and 5-year-old daughter and is passionate about exercise, reading and traveling.