Sean has over 20 years’ experience in the investment industry. Early in his career Sean achieved the designation of Portfolio Manager (2004) which is the highest level of licensing in the industry.
Sean holds a Bachelor of Commerce from McMaster University and Master of Business Administration from Dalhousie University. He is a Certified Investment Management Analyst (CIMA) awarded from the Wharton School of Business – University of Pennsylvania, a CERTIFIED FINANCIAL PLANNER® Professional and a Chartered Investment Manager (CIM). Sean holds a Fellow of the Institute of Canadian Bankers (FICB) and a Fellow of the Canadian Securities Institute (FCSI).
Sean has had the privilege of several speaking engagements where he, and his business partner Amy Dietz, as subject matter experts share best practices in Portfolio Management, in depth Financial Planning, and Practice Management.
Today, Sean with his business partner Amy, manage a large advisory practice, where they take enormous pride in the clients they work with each and every day.