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 @ BMO
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2013 - 2021 Senior Total Wealth Planner @ Scotiabank
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2009 - 2013 Financial Planning Consultant @ RBC Wealth Management
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2008 - 2008 Private Wealth Consultant @ BMO
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2004 - 2007 Financial Planning Consultant (IRP) @ RBC Wealth Management
2003 - 2004 Financial Planner @ RBC
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2003 - 2003 Associate Advisor @ RBC Dominion Securities
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2002 - 2003 Financial Planner @ RBC Wealth Management
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1998 - 2001 Senior Account Manager @ RBC
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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

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Sean Pfp Skills

Financial Planning
Asset Management
Succession Planning

Wealth Transfer
Wealth Management
Estate Planning
Retirement Planning
Investments
Private Banking
Insurance Planning

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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 on RocketReach.

Sean Pfp Emails

Found 2 emails

Sean Pfp Phone Numbers

Found 2 phone numbers

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Sean Pfp

Senior Wealth Planning Consultant at BMO Private Wealth

Edmonton, AB, CA
2
- bmo.com
- gmail.com
2
- +1 587-921-XXXX
- +1 780-224-XXXX

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