Sean Wilson
Owner, Moraine Wealth Advisory
Read BioIntegrated Financial Planning
At Moraine Wealth Advisory, we provide clarity & peace of mind for every stage of your financial life.
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At Moraine Wealth Advisory, we provide personalized wealth services designed to help you navigate the complexities of your financial landscape and shift from financial uncertainty to a mindset of abundance.
We provide customized wealth strategies that are meticulously designed to reflect your individual financial aspirations and life goals.
Learn moreOur comprehensive retirement planning services provide a clear roadmap to ensure a comfortable and secure financial future.
Learn moreWe offer strategic investment solutions tailored to optimize your portfolio and achieve your long-term financial objectives.
Learn moreTrust and transparency are important to us. We act as your fiduciary, helping you build, grow, and protect your wealth so you can live comfortably, feeling confident in your financial security. At Moraine Wealth Advisory, you can expect:
At Moraine Wealth Advisory, we believe that financial clarity comes from a personalized approach. We dive deep into your unique goals and values, crafting comprehensive plans that go far beyond mere investments. Our commitment as fiduciaries ensures your best interests are always our priority, helping you navigate the path toward a secure financial future with transparency and trust.
Our ApproachWe understand that every financial journey is unique. That is why we tailor our financial planning services to address the specific needs and goals of our diverse client base.
A discovery call is the best way to learn if our services are a good fit for you. Here’s what to expect:
We get to know your financial profile by asking questions about your financial situation and goals. We’ll introduce you to our services and explain our approach.
If you agree to work with us, we’ll have you sign an engagement letter before starting on a financial plan that includes tax planning, retirement planning, and investment management.
Once we’ve completed planning, we’ll implement your financial strategy, consistently reviewing and measuring your success, making adjustments as needed to meet your goals.
Moraine Wealth Advisory understands that trust is the cornerstone of any successful financial partnership.
We prioritize building strong, lasting relationships with our clients to ensure they feel confident in our abilities. That’s why we’re proud to share the experiences of those who’ve entrusted us with their financial futures. Their testimonials highlight the personalized care, expert advice, and unwavering commitment that define our approach to wealth management.
Sean and his team have been instrumental in providing exemplary assistance as I navigate the transition to a new stage in my life....
Deena Semeniuk
05/06/2024
My wife and I have entrusted our financial future with Moraine Wealth since its inception but were previously associated with Sean much earlier....
Jeff Protz
05/27/2024
My partner and I have been working with Sean Wilson for a number of years. I appreciate his transparent, informative and individualized approach....
Alana Luft
03/10/2024
Have had good success with our investments and very easy to deal with.
Ron Cameron
09/19/2024
Testimonials presented may not be representative of the views and experiences of other investors.
Learn more about our services and our approach to wealth management in our frequently asked questions.
Our comprehensive financial plans provide a holistic view of your financial life, including investment strategies, retirement projections, tax planning, risk management, and estate considerations. For those with corporations, the financial plan looks at how personal and corporate assets interplay in the creation of your ideal life. We tailor your plan to your unique circumstances and goals, providing a clear roadmap for your financial future.
A financial plan brings clarity and direction to your financial journey. It helps you understand your current position, identify potential risks and opportunities, and develop strategies to achieve your long-term goals.
While investment advice is a part of our wealth advisory services, it’s not the whole picture. Wealth advisory takes a broader approach, considering all aspects of your financial life, from budgeting and debt management to retirement and estate planning. Investment advice focuses specifically on your portfolio and investment decisions.
Retirement projections focus solely on estimating your retirement income and expenses. A comprehensive financial plan, on the other hand, integrates retirement planning with all other aspects of your financial life, including investment strategies, tax planning, and risk management. It provides a more holistic and personalized approach to ensuring financial security down the road.
The time required to complete a financial plan varies depending on the complexity of your financial situation. Typically, it involves several meetings and data gathering, and the process can take anywhere from several weeks to several months. We’re committed to being thorough and accurate in planning to ensure your future is secure.
Working with an independent retirement planner means you’re receiving unbiased advice that’s tailored to your specific needs. Independent planners aren’t tied to any specific financial products, which means we’re able to provide you with objective recommendations that prioritize your best interests.
Our investing philosophy centres on building diversified portfolios that align with your risk tolerance and long-term goals. We prioritize a disciplined, strategic approach, focusing on asset allocation and risk management. We firmly believe in transparency and educating our clients about their investment options.
Yes, we’re happy to schedule a time to review your portfolio with you. This allows us to assess your current investment strategy and identify potential areas for improvement. Book a discovery call with our advisors and take this valuable step in determining if our services are the right fit for you.
We take data security very seriously. We have extensive security measures in place to protect your personal and financial information. This includes encryption, secure servers, and strict confidentiality protocols. As members of the Financial Planning Association of Canada, we’re also held to industry standards and best practices to further protect your best interests.
Our comprehensive financial planning fees are structured to reflect the complexity of your financial situation. Most plans start between $4,000 and $6,000. We provide a clear breakdown of our fees upfront so you know exactly what to expect.
Yes, all wealth advisors representing Moraine Wealth Advisory are fiduciaries. This means we’re legally and ethically obligated to act in your best interests at all times. We prioritize transparency and avoid conflicts of interest to ensure you always receive unbiased, trustworthy advice.
Always. We believe in complete transparency when it comes to fees and are committed to always providing clear and detailed information about our fee structure and any potential costs associated with our services. Our planning often highlights the need for insurance to protect your family or income in case of illness, disability, or death. When insurance is included in your financial plan, Moraine Wealth Advisory earns a commission on these products.
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