Sean Pfp Email & Phone Number
Senior Wealth Planning Consultant @ BMO
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Sean Pfp Location
- Edmonton, AB, CA
Sean Pfp Work
- 2021 -now Senior Wealth Planning Consultant @
- 2013 -2021 Senior Total Wealth Planner @
- 2009 -2013 Financial Planning Consultant @
- 2008 -2008 Private Wealth Consultant @
- 2004 -2007 Financial Planning Consultant (IRP) @
- 2003 -2004 Financial Planner @
- 2003 -2003 Associate Advisor @
- 2002 -2003 Financial Planner @
- 1998 -2001 Senior Account Manager @
Sean Pfp Education
- Canadian Securities Institute
LLQP (Full) (Insurance)
2009-2009 - Canadian Securities Institute
Financial Management Advisor Program (FMA) (Advanced Financial Planning)
2000-2001 - Canadian Securities Institute
PFPC (Financial Planning)
1998-1999 - Canadian Securities Institute
CPH (Investments Compliance & Ethics)
1998-1998 - University of Ottawa
(Sociology)
1990-1996
Sean Pfp Skills
- Financial Planning
- Asset Management
- Succession Planning
- Wealth Transfer
- Wealth Management
- Estate Planning
- Retirement Planning
- Investments
- Private Banking
- Insurance Planning
- Charitable Giving
- Strategic Financial Planning
- Financial Planners
- Wealth
- Mutual Funds
- High Net Worth Individuals
- Portfolio Management
- Investment Management
- Investment Advisory
- Finance
- Sales
- Strategic Planning
- Financial Analysis
Sean Pfp Summary
- Sean Pfp, based in Edmonton, AB, CA, is currently a Senior Wealth Planning Consultant at BMO Private Wealth. Sean Pfp brings experience from previous roles at Scotiabank, RBC Wealth Management, BMO Harris Private Banking and RBC Wealth Managment. Sean Pfp holds a 2009 - 2009 LLQP (Full) in Insurance @ Canadian Securities Institute. With a robust skill set that includes Financial Planning, Asset Management, Succession Planning, Wealth Transfer, Wealth Management and more. Sean Pfp has 2 emails and 2 mobile phone numbers on RocketReach.
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Sean Pfp
Senior Wealth Planning Consultant
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