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Sean Sullivan started his career in Wealth Management in 2008. He holds a commerce diploma from Langara College and a Bachelor of General Studies with a Minor in Business from Simon Fraser University. In addition, he holds the Associate of Project Management designation from the globally recognized Project Management Institute, the leading professional association for project management. He has also earned the Chartered Investment Manager designation from the Canadian Securities Institute and is licensed as a Registered Representative.
Having started his career during one of the most tumultuous years for markets in the past two decades, he is a seasoned investment professional with 14 years experience. Pro-active rather than reactive investment management is a tenet of his investment philosophy. This is representative of his dedication to client communication and fiduciary duty. He believes that as the world, economy and market changes, complacency, and hindsight thinking will get you only so far. Continuous evaluation, and communication, of market trends in portfolio performance and client satisfaction are the cornerstone of his approach to wealth management.
Sean, in his previous advising role, worked with clients through various stages of their financial lives providing guidance, financial, education and will & estate planning.
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 3-year-old daughter and is passionate about exercise, reading and traveling.