ABOUT US

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. 

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 Our structured investment and planning process begins with our first meeting, where we discuss your financial goals, needs, and means. We make a point of getting to know you, who you are beyond the numbers, and finding the right role in our service to you.

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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:

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Sean J Gregory, CFP®, CIM®

Investment Advisor 

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As a CERTIFIED FINANCIAL  PLANNER®  Professional Sean is committed to helping his clients with comprehensive financial advice. 

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He has also earned the CHARTERED INVESTMENT MANAGER® designation, demonstrating a high proficiency in investment advice.

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Our office provides full-service wealth management, which begins with a comprehensive written financial plan, a purposeful investment policy, and account services to implement the plan and recommendations.

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Sean takes a personalised approach to financial planning and investment advice, 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.

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Sean is a graduate of UBC with a bachelor's degree in Science. When not at work, Sean is busy with his four young children exploring the BC wilderness by foot, kayak, and ski.