About Moraine Wealth Advisory
Sean’s love of finance started at the University of Lethbridge, where he majored in finance and accounting. He spent the first three years of his career working with a “Big Four” accounting firm in the private business group, after which he made the switch to finance. Sean’s first experience working in finance was as an equity research associate with UBS Securities. With two years of equity research experience, he decided to seek out the opportunity to become a financial advisor.
In 2009, Sean joined the Quarry Wealth Management team and in 2012, he became an equal partner in the firm. In 2021, the mutual decision was made to wind down Quarry Wealth Management and form Moraine Wealth Advisory.
Sean is passionate about bringing integrated financial planning to his clients. He holds his CIM® designation, and is an Associate Portfolio Manager and Certified Financial Planner CFP®. He’s currently working on completing his TEP® (Trust and Estate Planner) designation, as well as the RFP® (Registered Financial Planner) certification.
Sean is married with three teenagers who keep him busy with shuttling them to and from various sports. In his spare time (when he can find it), he enjoys camping, golfing, and cooking.
Interested in learning more about our team’s expertise and experience? Explore the individual bios below to gain deeper insights into the professionals dedicated to guiding your financial journey.
