Moraine Wealth Advisory was created to meet the needs of Canadian families who want to be treated like more than just a number.
Moraine Wealth is committed to delivering integrated planning to each and every one of our clients. Wealth management is more than just generating investment returns; it is taking the different aspects of your financial life and finding ways to have the greatest impact on both your financial life and your quality of life. From taking into account the big picture that factors in how your investment portfolio is constructed, to taxes, estate planning and legacy, we can provide you with the clarity and confidence that everyone deserves.
Sean Wilson B.Mgt, CIM®, CFP®
Associate Portfolio Manager & Owner
Insurance and Portfolio Administrator
Moraine Wealth Advisory offers integrated financial planning.
Set up a meeting to get clarity around your financial life.