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

Financial Advisor

Sean Copeland

British Columbia Insitute of Technology Diploma Financial Management, Financial Management Advisor FMA Canadian Securities Institute