Sean Pugliese

Sean helps private clients (individual investors), families, and other investors such as institutions, foundations, corporations, trusts and charitable organizations. With private clients, the focus is on wealth management, and an integration of investment management and retirement planning.

Teaming up with Allan Meyer, Sean and Allan believe client education, setting, as well as managing expectations are the cornerstones of a successful client relationship and use their investment philosophy focused on Safety & Value to create and manage investment portfolios.

Sean earned the CFA^® (Chartered Financial Analyst^®) designation in 2014. He also taught a CFA^® preparation course to Masters students at McMaster University’s DeGroote School of Business, where he also earned an Honours Commerce Degree with a specialization in Finance and Minor in Economics.

Sean was a regular contributor to the Globe and Mail’s Number Cruncher column and periodically appears in other media. His interests include fundraising, community work, networking, fishing, camping, fitness and exercise, and playing competitive and recreational sports such as touch football, hockey, golf, and soccer.