Our team

Since 2002, Sean has worked with successful families, individuals and institutions to help them make sound strategic choices with the wealth they’ve accumulated and guided corporate clients with pension consulting services. 

Sean holds a Bachelor of Science from Mount Allison University and a Bachelor of Electrical Engineering from Dalhousie University. While at Mount Allison, Sean was a two-time All-Conference quarterback on the university’s football team. Upon graduating from Dalhousie, Sean worked in Engineering before discovering his passion for wealth management. He is a CFA Charterholder and has also earned the CIM designation. 

Outside the office, Sean enjoys spending time with his wife Janice and three children, Grace, Ella, and Levi – whether that’s out on the ocean or helping to coach his kids’ various sports teams. Always active, Sean can often be found hitting the gym, trail biking, playing tennis, or recovering from a sports-related injury because he was trying to keep up with younger (and much more athletic) players during touch football season. Sean is on the board of Tennis PEI.

A Charlottetown native, Colin spent his early years passionately involved in hockey, earning a scholarship to attend the University of Prince Edward Island (UPEI). At UPEI, Colin was a three-time CIS Academic All-Canadian and graduated on the Dean’s List. After graduation, he worked in public accounting for several years and earned his Chartered Professional Accountant (CPA) designation. Colin is also a CFA Charterholder.

As a CPA and CFA Charterholder, Colin brings a depth of knowledge in tax planning and portfolio management. His unique skillset helps clients successfully integrate their financial strategy into their investment portfolio, which helps them reach their financial and personal goals.

Colin resides in Stratford with his wife Sylvie and their daughter Ada. When he’s not at work or with family, he can usually be found teaching Brazilian Jiu-Jitsu or practicing guitar for his next campfire sing song. He also serves as Treasurer for the Board of the Charlottetown BJJ Society.

Lori brings 23 years of experience in the financial services industry to the team. She started her career after completing her post-secondary education and immediately enrolled in the Canadian Securities Course. 

As a licensed Associate, Lori specializes in the client service side of our business. She helps our clients with everything from administrative requirements to ensuring prompt action to any client needs, as they arise. Lori’s industry experience in combination with her warm enthusiasm makes her a pleasure for our clients to do business with. Her ultimate goal is to ensure all our clients receive exceptional support. 

Lori and her husband Philip have three sons. She spends most of her free time as a passionate spectator at either the hockey rink or the soccer field.