Sean Copeland
BCIT Diploma Financial Management
CSIĀ Financial Management Advisor designation, FMA
Starting with New York Life in 1990 I became an insurance broker a couple years later. After 20 years as a broker, I worked as a branch manager with a boutique financial planning and estate planning firm. 5 years later I am back as a retirement and estate planner. Outside of work I enjoy Squash, biking and hiking
Professional Advice will save you thousands of dollars
Proven strategies in retirement planning and estate planning