Oakville Dads member: Sean Urie, CIM®
Phone number: 905-829-4706
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.
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
Linked In: www.linkedin.com/in/seanurie/