Sean helps incorporated business owners and their families look at life insurance and retirement-income planning as one conversation.
Sean brings a distinctive professional journey to financial services. Before entering the insurance industry, he worked as an automotive mechanic, developing a detailed, problem-solving approach to his work. He also spent seven years as a youth worker with Youth Unlimited, an experience that deepened his commitment to helping people pursue their potential.
Sean entered the insurance and financial-services field in 2018 with Sun Life and moved to iA Financial Group in 2021. His experience has included developing product and process knowledge across insurance. He later joined Fidea Financial, where he is identified as a financial advisor registered with Investia Financial Services Inc.
Thoughtful planning starts with understanding what matters most to you and the people you want to protect.
As part of Dundas Wealth's Business Owner program, Sean helps incorporated owners see how corporate-owned insurance, retirement income and estate planning fit together, with their accountant involved.
Sean has also written about retirement-income and decumulation planning, including sequence-of-returns risk, RRSP withdrawals, CPP and OAS timing, tax-efficient retirement planning, and using TFSAs for long-term retirement investing. Since 2023, he has served as Vice Chair of the Youth Unlimited (YFC Toronto) board of directors.
Sean's work in the Business Owner program centres on helping owners protect what they've built and plan how to draw on it.
Look at whether corporate-owned life insurance fits your retained earnings and estate plan, alongside your accountant.
Review the purpose of life insurance and consider how available coverage options may fit your circumstances.
Explore retirement-income topics, including withdrawal planning, government benefits, and the factors that can affect retirement decisions.
Learn about the role a TFSA can play in long-term retirement investing as part of a broader financial discussion.
Learn more about insurance, retirement planning, estate protection, and tax-aware financial strategies through our educational resources.
Explore how insurance can be considered as part of a broader discussion about business and personal financial planning.
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See how a coordinated conversation can help identify planning considerations following significant personal or business changes.
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Learn about questions families and business owners may wish to consider when thinking about legacy and estate planning.
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Book a Call with SeanChoose a time that works for you.