About
I'm a Portfolio Manager and Wealth Advisor primarily for a select group of very successful Healthcare Professionals, Entrepreneurs, Business Owners and professionals, who among other things aspire to a work-optional lifestyle. I have developed and refined a process to put all the pieces of their financial puzzle together and I call it the 4D Investment process. 4D stands for Discovery, Design, Deploy and Discuss. Recently I was nominated as one of the Top 50 Wealth Advisors in Canada based on our specialized service plan.
WHO I WORK WITH
HEALTHCARE PROFESSIONALS: Looking to grow your net worth while minimizing taxes? Through our process, many of our clients are able to reduce their time commitment at work without sacrificing income allowing them to spend more time with their families and passions.
ENTREPRENEURS: Have you built your own successful business and are interested in maximizing its value for future sale? Are you interested in learning about ways to minimize taxes both now and in the future? Our entrepreneur clients have benefited through our process by developing a smarter transition to the next generation or owner of their business while insuring a secure retirement income.
BUSINESS OWNERS: Do you find that business and tax planning is like putting together a jigsaw puzzle without the picture? Are you interested in maximizing the tax efficiency of your corporate dollars while protecting your loved ones and business? Our clients have discovered ways to plan for both today and the future through our simple but effective 4D process.
PROFESSIONALS: Does your income fluctuate based on external economic or industry factors? Would you like to diversify your investments into other industries? Through our process, our clients have been able to reduce their fear of the future and replace it with anticipation for achieving their goals and lifestyle dreams.
US CITIZENS LIVING IN CANADA: Do you have to invest differently based on your US Citizenship?
Activity
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Who knew an ice cream truck could deliver so much joy? Spoiler alert: we did! 😉 Here’s a look behind the scenes as we hit the road with URSA…
Who knew an ice cream truck could deliver so much joy? Spoiler alert: we did! 😉 Here’s a look behind the scenes as we hit the road with URSA…
Liked by Sean Baylis
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Tour 2025 is now open. Team RBC is recruiting riders for this phenomenal event. Please feel free to reach out if you are interested.
Tour 2025 is now open. Team RBC is recruiting riders for this phenomenal event. Please feel free to reach out if you are interested.
Liked by Sean Baylis
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We are thrilled to share that #BuckleVodka has once again been recognized as one of the top Vodkas in Alberta! We've been honored with an 89 Score…
We are thrilled to share that #BuckleVodka has once again been recognized as one of the top Vodkas in Alberta! We've been honored with an 89 Score…
Liked by Sean Baylis
Experience
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RBC Dominion Securities
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Education
Volunteer Experience
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Hockey Evaluations
Glenlake Hockey
- 7 years 2 months
Children
Coordinating Hockey Evaluations
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Major Donor Cabinet Member
United Way of Calgary and Area
- Present 6 years
Poverty Alleviation
United Way brings people together to solve complex social issues and improve local lives.
Volunteer with the United Way of Calgary & Area
- member of Major Donors Cabinet 2018 to present
- member of RBC DS United Way Campaign 2010-2015 -
Chair of the Carl Smith Rotary Stay in School Program
Rotary Club of Calgary, Downtown
- Present 10 years
Children
I am a mentor and chair in the Carl Smith Stay in School Program which works with disadvantaged students in Calgary to support them in achieving their academic and career goals.
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Major Donor Cabinet Member
West Island College Calgary
- Present 8 years
Children
Work with the school community to advance academic programming in the school through financial contributions from parents, alumni and community partners.
Courses
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Canadian Securities Course
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Chartered Investment Manager
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Wealth Management Essentials
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Honors & Awards
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Top 50 Wealth Advisor in Canada
Wealth Management Magazine
I was featured in the Wealth Management Professional Magazine as a top 50 wealth advisor based on specific criteria including client retention, new client addition, and asset growth.
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Top 50 Wealth Advisor in Canada
Wealth Management Magazine
I was featured in the Wealth Management Professional Magazine as a top 50 wealth advisor based on specific criteria including client retention, new client addition, and asset growth.
More activity by Sean
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My internship in the Office of the Leader of the Official Opposition has concluded! Late nights and early mornings, I loved every minute of it…
My internship in the Office of the Leader of the Official Opposition has concluded! Late nights and early mornings, I loved every minute of it…
Liked by Sean Baylis
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In the Lower 48, feelings on the economy are bouncing around more than our bitcoin wallets, with the price of oil falling suit. SpaceX has decided to…
In the Lower 48, feelings on the economy are bouncing around more than our bitcoin wallets, with the price of oil falling suit. SpaceX has decided to…
Liked by Sean Baylis
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That's a wrap! The 2024 Tour Alberta for Cancer was held this past weekend. We rode 210km around the prairies of Wheatland Country and…
That's a wrap! The 2024 Tour Alberta for Cancer was held this past weekend. We rode 210km around the prairies of Wheatland Country and…
Liked by Sean Baylis
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2024 Enbridge Tour Alberta for Cancer I successfully finished the two-day fundraising rides. #TeamRBC this raised over $200,000 With all other…
2024 Enbridge Tour Alberta for Cancer I successfully finished the two-day fundraising rides. #TeamRBC this raised over $200,000 With all other…
Liked by Sean Baylis
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The Enbridge Tour Alberta for Cancer 2024 was a huge success! Over $7.6M raised this year, contributing to a total of over $100,000,000 raised over…
The Enbridge Tour Alberta for Cancer 2024 was a huge success! Over $7.6M raised this year, contributing to a total of over $100,000,000 raised over…
Liked by Sean Baylis
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See what I see! Great 3rd night The Calgary Stampede. Hope you enjoy the view.
See what I see! Great 3rd night The Calgary Stampede. Hope you enjoy the view.
Liked by Sean Baylis
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