Members

Sean Wilson

Calgary
Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Sean Wilson

Member Bio

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My expertise in financial planning and wealth management complement my passion to helping business owner and healthcare professionals through comprehensive financial planning. Through a detailed discovery process I create and personalize your comprehensive financial plan that aligns with your goals and values. I have spent the last 14 years helping families plan and transition into retirement. Over this period of working with families, business owners, and health care professionals I realized that I really enjoy the analytical component of finding unique and personalized solutions for my clients. WEALTH MANAGEMENT SKILLS & EXPERTIES: - Retirement Planning - Tax Planning - Risk Management - Estate Planning - Portfolio Management - Investing Planning - Debt Management - Life Insurance - Philanthropic Planning While not working my wife and I are busy with three teenage kids where any given day we can be found enjoying our kid’s playing soccer, volleyball or basket ball. I have been a director of Women + Wealth for nearly 5 years.

Specializations

Corporate Financial Planning
Corporate Insurance Planning
Divorce
Estate Planning
Financial Planning
Insurance Planning
Investment Management
Portfolio Management
Retirement Income Planning
Succession Planning
Tax Planning

Designation(s)

CFP (Canada)
CIM

Compensation Models

Insurance Commission
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Fee based (AUM)

Professional Associations

IAFP
Advocis

Education

University

Assets Under Management

10,000,000-50,000,000

Practice Size

2 to 5

Investment License

Provinces Licensed (Investment)

Alberta
British Columbia
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