Our philosophy is about putting you first. There is no standard person, and neither should there be a standard investment solution. We believe advice should be unique to each client, tailored to your needs, goals, and circumstances. A recommendation should never leave you feeling confused or uncomfortable.
Comprehensive advice involves more than just a good investment recommendation. We incorporate investment, tax, and estate planning for holistic financial advice.
Goals-based planning keeps you on track for everything that's ahead of you. Being prepared for retirement, your child's education, or saving for a home means starting early, being consistent, and staying disciplined.
At Consilium Financial, investment counsel is provided by:
Sean J Gregory, CIM®
Industrial Alliance Securities Inc.
Sean is a graduate of UBC with a bachelor's degree in Science. He has earned the Chartered Investment Manager designation, demonstrating a proficiency in investment advice and a commitment to meeting the needs of his clients.
Sean takes a personalised approach to wealth management, recognising each client has a unique set of goals and objectives. A holistic approach that takes into account your complete financial picture and a measured approach to risk management.
When not at work, Sean is busy with his three young children exploring the BC wilderness by foot, kayak, and ski.