Sean Joseph
Investment Advisor
Sean Joseph has over a decade of experience in financial services. Sean focuses on wealth planning, investment management, financial advice, and utilizes his experience to offer his clients informed perspectives. As an Investment Advisor, he listens to his clients to better understand their goals and recommend custom solutions to help achieve them.
Sean earned his Bachelor of Commerce from Ryerson University and holds the highly respected Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations.
As an active member of the Georgetown community, he is an avid cycler, sports fan, and dog lover. Sean, along with his wife Nicole and furry companion Marlow, enjoy contributing to local fundraisers, exploring farmers markets, and participating in community events.
Sean Joseph
Sean Joseph has over a decade of experience in financial services. Sean focuses on wealth planning, investment management, financial advice, and utilizes his experience to offer his clients informed perspectives. As an Investment Advisor, he listens to his clients to better understand their goals and recommend custom solutions to help achieve them.
Sean earned his Bachelor of Commerce from Ryerson University and holds the highly respected Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations.
As an active member of the Georgetown community, he is an avid cycler, sports fan, and dog lover. Sean, along with his wife Nicole and furry companion Marlow, enjoy contributing to local fundraisers, exploring farmers markets, and participating in community events.