Edward Jones

Edward Jones

Finance, Financial Advisor, Wealth Management

Oakville Dads member: Sean Urie, CIM®

Email: sean.urie@edwardjones.com
Website: www.edwardjones.ca/sean-urie

Phone number: 905-829-4706 

Bio:

It is my belief that with the right person by your side you can build a bright financial future. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate, I will partner with you, your accountant, lawyer and other professionals to get you to where you want to be.

I work with are a select group of successful business owners, professionals and individuals who take planning their future seriously – and I’m passionate about getting to truly know them. Listening attentively to understand what is important to my clients is a skill that was engrained in me from the time I began my career on the Institutional Equity Sales & Trading desk at a global investment bank. Over the course of 18 years on the Institutional side, I provided tailored investment advice to professional portfolio managers and buy-side traders. Today I am honoured to provide families in Oakville tailored goals-based financial advice to help fulfill their dreams.

I grew up in Ottawa and after graduating University with a Finance degree, I moved to Dublin, Ireland to begin my career and to experience Europe. When I’m not at the office, I enjoy playing hockey, golf, guitar and most of all, spending time with my wife and two daughters.

I understand that investing and the decisions that come with it can be very overwhelming, but with our team by your side utilizing our 5-step process, we will work with you to make sense of investing.

Regards,

Sean Urie, CIM®

Financial Advisor – Edward Jones

1148 Winston Churchill Blvd, Unit #1, Oakville, ON  L6J 0A3

Office: 905-829-4706  |Mobile: 416-558-8449|Fax: 877-335-9394

sean.urie@edwardjones.com

Website: www.edwardjones.ca/sean-urie

Linked In: www.linkedin.com/in/seanurie/

Facebook: www.facebook.com/SeanUrieEdwardJones

Assante Wealth Management

Assante Wealth Management

Finance, Financial Advisor, Lifestyle, Wealth Management

Oakville Dad: Per Homer

https://www.perhomer.com/

Business owners face unique challenges. I help business owners like you to reduce their tax bill, plan for retirement, and protect their family and loved ones if something were to happen to them.

When you work with us, we start with a 15 minute phone call to learn more about you and see if I can help.

I then help business owners by creating and implementing a financial plan that:
✅ Answers your financial questions and concerns
✅ Offers clear, actionable solutions to reduce your tax bill
✅ Maximizes the opportunities that your corporate structure affords you
✅ Protects your family and loved ones
✅ Gives clear action steps towards creating the financial security and freedom you desire

I can’t help every situation, but if there is a clear benefit to working together we will begin the process of creating and implementing your new plan.

⭐Let’s have a conversation and see if I can help 905-277-7924 /
1-833-ASSANTE