Call us today! 905 309 1123
CFP

About

Sean A. Straughan, CFP®

033_4x6Sean A. Straughan, is an independent Certified Financial Planner, licensed since 1994. Sean has a unique expertise in the area of investment and insurance planning for conservative clients. Sean believes that there are three keys to his job that help him work closely with clients to navigate through financial decisions comfortably.

First, he is direct.

Sean works to be knowledgeable about clients and their family situation. Sean works to understand what clients want their money to do for them.

Second, Sean is their guide when clients need him.

He will help clients navigate the many choices they have with their money and show them how to diversify their portfolio to maximize gains while minimizing losses.

Third, it’s all about the client.

Sean wants to work with clients to build a personalized, long term strategy that they follow and monitor together closely, so that clients can maintain their lifestyle and enjoy a comfortable retirement..

Sean is dual-licensed in the Province of Ontario.

As a licensed insurance agent, clients are able to access life insurance, critical illness insurance, accident and illness insurance, disability insurance and long term care insurance. For business owners, Sean can provide group medical and dental plans.

As a Mutual Fund representative, Sean’s mutual fund dealer is Worldsource Financial Management Inc. Clients are able to access a wide array of investment choices such as segregated funds, mutual funds and  GIC’s. In addition, Worldsource has a referral arrangement with registered Portfolio Manager, under which you may be referred to obtain discretionary money management services, should this be appropriate to you.

Retirement Coaching

coachlogo2Sean’s  Retirement Coaching Program can help you easily transition into a successful and enriching retirement life.

Call us or drop us an email.  Whether you have a simple question or need the perfect solution to your financial future, we always look forward to hearing from you.

Our Address

17 Ontario Street
Grimsby, ON., L3M 3G8

Phone: (905) 309-1123
Fax: (905) 309-3990

Email: sean@niagarawealth.com

Connect with me

Link to my Linkedin Page
Link to my Rss Page

qrcode.13296313 (2)

Weekly Market Report

Market update

Subscribe to our Newsletter and Free Market Report