“Sean and his team have been instrumental in providing exemplary assistance as I navigate the transition to a new stage in my life. Sean has devoted time to guarantee my complete comprehension of every element related to my investment portfolio. I am immensely thankful for his steadfast commitment to understanding my individual needs and his attention to detail regarding my financial affairs, both of which have been vital laying a solid foundation for my forthcoming retirement.”

“The Moraine Wealth Advisory team is an absolute pleasure to work with. My wife and I are very happy with Sean’s personal approach to wealth management advising, and the assistance provided to us by Amanda. We brought a large part of our retirement money over, from one of the big banks, and feel much better about how our funds are now invested.”

“I highly recommend Moraine Wealth Advisory for professional, intelligent, informed and responsible advice. Sean Wilson and his team are knowledgeable, diligent and have your best interests at heart. Sean’s integrity is unquestionable. I am extremely pleased with the advice and help that I have received and have no hesitation in encouraging anyone to call Moraine Wealth and set up a meeting to judge for yourself what AAA service is about.”

“I have dealt with Sean for quite a while now and found him very considerate and thorough with reviewing my accounts and taking time to explain my options.  He is also very good at keeping in touch with me.  I am very happy with Moraine.”

“For the last nine years, Sean has been our financial advisor and mentor. He has worked tirelessly to guide us successfully into our retirement years. He helped us not only understand but make sound financial choices to grow our portfolio.

Sean is a clear thinker, an empathetic listener and a talented financial planner. He has managed our financial affairs in a timely manner with appropriate advice, regular communications and clear reporting. He has gone above and beyond his mandate to be there for us when needed. We sleep better at night knowing Sean and is part of our retirement team.”

“Sean has been my financial advisor for over 10 years and my experience with him has been outstanding. With his extensive knowledge and personalized approach, he has helped me make important financial decisions while learning along the way. He is an excellent communicator and will always respond in a timely manner with all the information that you need.  His ability to relate to everyone’s unique financial situation, understand it and put together a comprehensive plan has always given me the confidence that I can meet my financial goals. I highly recommend Sean and Moraine Wealth Advisory to anyone looking for trustworthy and knowledgeable financial advisors.”

“Very competent at planning my finances and retirement.  They were so helpful when my spouse passed away a couple years ago. I don’t have to monitor things daily now, but know where I’m at financially.”

“Sean and his team are amazing to deal with.  They listen and care about your financial needs and work with you to achieve your financial goals.  The team is extremely knowledgeable.”