After attaining his MBA degree at McGill University in 1989, Sean worked overseas in international corporate finance. He began his wealth management practice in Vancouver in January 1993 and since then, he has helped a large number of families and business owners develop the best integrated financial plan that combines both their business and personal financial goals. As an Investment Advisor with iA Private Wealth and a Level II Life/AD&D licensee, he coordinates his own knowledge and experience with a network of professionals to use a variety of little known but highly effective strategies for his clients to build, manage and eventually transfer their wealth through the generations. He regularly conducts seminars on various financial topics for organizations of all sizes. At home, Sean enjoys spending time with his wife Thelle and their children Jessica and Elijah. Although he has had to put his weekend warrior days behind him due to weakened knees, he has remained very active in supporting minor sports in various capacities while cheering on Jessica and Elijah. He has served on the Advisory Committee at Trinity Western University’s School of Business Faculty (Personal Financial Planning program) and is active with several local charities.

Michelle brings a unique skillset and perspective to the field of finance. After working in the healthcare industry for several years, Michelle decided to further her studies and completed her diploma in Marketing Communications at BCIT. This journey uncovered an interest in e-commerce and finance, which in turn led her to join Sean’s team at Navigate Wealth / iA Private Wealth. Michelle has many passions outside the office, including exploring our beautiful province, watching horror movies, dog-sitting, and spending time with her own dog, Mochi.