Our Services
Retirement, tax planning, investments, insurance*, business succession, and family wealth — most families don’t experience these as separate problems, and neither do we.
Every recommendation starts from one integrated plan built around you.
What We Offer
Retirement Income Planning
Turning decades of saving into a clear income plan — coordinated with your CPP, OAS, and pension timing decisions.
Tax and Estate Planning
Strategies to help reduce the tax drag on your investments today, and a clear plan for transferring your estate to the people and causes you care about.
Investment Management
A portfolio built around your goals, time horizon, and comfort with risk — reviewed regularly as markets and life circumstances change.
Insurance and Risk Management*
From life and critical illness coverage to corporate insurance solutions, we help make sure your plan is protected against the unexpected.
Business Owner and Succession Planning
Income splitting, corporate structuring, and succession or exit planning for business owners who want their company to support the family — not the other way around.
Family Wealth Transfer and Education Planning
Planning that spans generations: RESPs for the kids, and a thoughtful approach to passing on wealth and values to the next generation.
*Insurance products are provided through iA Private Wealth Insurance Agency, a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
Our Process
01
Discovery Conversation
We start by listening — your goals, your family, and what financial security actually means to you.
02
Your Personalized Plan
Sean builds a plan around your full picture — investments, tax planning, insurance*, and estate — with clear next steps.
03
Ongoing Partnership
Markets change, and so does life. We review regularly and adjust as your goals evolve — always with Sean, never a call centre.
Let’s Navigate Your Wealth Together
Book a conversation with Sean and get a clear picture of where you stand.