Sean Duncan

Coordonnées du contact

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T :        604.643.0145
TC :     604.682.2574
SF :  1.800.663.1899 

Adresse

Vancouver Head Office 
P.O Box 10337 
Suite 2200 
609 Granville Street 
Vancouver, BC 
Canada V7Y 1H2

 

Investment Advisor

Endroit: Vancouver

My Business

It is Sean's goal as an Investment Advisor at Canaccord to provide his clients with impartial long term investment advice. Sean enjoys working with his clients to help them establish their investment needs and objectives. Sean is committed to servicing his clients in a unique and professional manner.

My Clients

The majority of Sean's clients are high net worth individuals and business owners looking for investment advice and direction. Sean's wealth management approach ensures his clients long term goals are met by Canaccord's wide variety of investment solutions.

Services Provided

Sean specializes in wealth management and offers a variety of different products. Some of the products and services Sean offers are:

  • Managed Portfolio Accounts
  • Estate Planning
  • RRSP Planning
  • Individual Pension Plans
  • Portfolio Analysis
  • Life Insurance Solutions through Canaccord Estate Planning Services Ltd.

My Mission

Sean is an honest and trustworthy individual and prides himself on hard work and leadership. He strives to efficiently service his clients' needs with a fee based solution that enables them to enjoy life without worrying about their investments.