Testimonials

I had an informative experience working with Sean for financial advice and insurance planning. He is one of the few professionals who offers fee-for-service expertise and was genuinely attentive to my financial goals. He took the time to clearly explain my options and helped me understand the various products—there are many, and it can be quite confusing.

Thanks to Sean’s guidance, we now have a better understanding of our financial position and have solid products in place that we can rely on if needed.

My family has had a strong, trusting relationship with Sean for decades. I am appreciative of Sean’s wholistic, transparent, and hands on approach to wealth management.

Sean at Moraine Wealth Advisory provided us with a comprehensive financial plan and knowledge to implement and grow it. Sean is a pleasure to deal with and we highly recommend him to anyone looking for sound investment advice and a hard working advisor to help develop a diverse financial plan.

Sean Wilson of Moraine Wealth Advisory, was recommended to us, at a time when we were feeling that our banking services should be reviewed. Sean invested the time to assess our retirement portfolio held at the bank and explained how the service of Moraine Wealth Advisory would be beneficial in the long term. Sean’s expertise, passion and strategic view of wealth management has been reassuring. By the end June most of our portfolio had been moved from RBC to Moraine. In the short time that our portfolio has been under Moraine management, we are pleased with asset growth and we look forward to an ongoing relationship with Sean and Moraine Wealth Advisory.

I can’t really say enough good things about Moraine Wealth Advisory, but I’m going to attempt it anyway: I’m newer to financial management, and have previously felt completely overwhelmed by it. The process at Moraine took me aback — at first because it was empathetic and approachable, and then because it was pragmatic and actionable.

Sean wanted to understand my priorities before developing a clear plan for my short- and longterm goals, and treated me like a peer throughout the process. He took the time to explain the reasoning behind his advice, and it made our meetings feel inclusive and educational. As a result, I have not only the reassurance of knowing my next steps, but also the financial counselling necessary to understand why they are the right steps for me.

I highly recommend Moraine for those looking for a better understanding of, and more control over, their finances, and with advisors who are trustworthy and personable.