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Sean White
Senior Wealth Advisor, AD, Wealth Management |
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Phone
Fax
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(519) 560-4061
(519) 258-2303 |
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Email
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sean_white@scotiamcleod.com |
| I help my clients achieve peace of mind by providing trusted advice and personalized solutions to meet their financial goals. |
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Sean White, a partner in the Malicki, Simone and White Group is responsible for assisting clients through our personal financial process. Sean crafts personalized solutions for clients that reflect their individual situations and goals. This includes desiging an appropriate investment portfolio as well as a financial strategy that looks speciallay at each clients need for protection, borrowing and banking services. Sean has been a financial advisor with ScotiMcLeod since 1999. He is a firm believer in taking a comprehensive approach to managing wealth and makes financial planning integral to developing solutions for clients.A graduate of the Univesity of Windsor, Sean is involved with the Windsor Art Gallery's development and fundraising committees and the Windsor Chamber of Commerce.
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Investment Philosophy and Process
Worthwhile goals take time and planning to reach. To bring my clients' long-term goals closer, I help them analyze their current financial situation and create a consolidated, cohesive financial strategy. Over time, I work with them to implement strategies to take care of their investment, income and asset protection, will and estate planning, banking, and borrowing needs. On a regular basis, I review the progress my clients are making towards their goals and make whatever adjustments are required to their overall plan.
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Service Approach
My clients can rely on ready access to quality information and trusted advice to ensure their financial plan is on track to achieve their goals. This is supported with a personal client service agreement that I develop with each client. A focus of my ongoing service is to help my clients understand key financial issues through one-on-one discussions, regular reviews, and personalized advice.
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Trusted Advice
I am backed by a team of specialists within ScotiaMcLeod, as well as from Scotiabank and Scotia Private Client Group. This allows me to access the required expertise to provide my clients with a comprehensive financial strategy that addresses all of their needs and goals.
Together with my team of experts, I have the depth of resources and expertise to support all your financial needs:
- Wealth Planning
- Estate Planning
- Retirement Planning
- Insurance or Asset Protection
- Fee Based management
- RRSP Accounts
- Foundations
- Corporations
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Mailing Address
380 Ouellette Avenue
Suite 400
Windsor, ON N9A 6X5
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Additional Team Members:
Richard Malicki
Director, Wealth Management
Senior Wealth Advisor
519-560-4059
richard_malicki@scotia-mcleod.com
Connie Simone
AD, Wealth Management
Senior Wealth Advisor
519-560-4060
connie_simone@scotiamcleod.com
Denise Barlow
Senior Associate
519-560-4062
denise_barlow@scotiamcleod.com
Wendy Brimner
Administrative Associate
519-560-4063
wendy_brimner@scotiamcleod.com
Aaron Brown
Investment Associate
519-560-4064
aaron_brown@scotiamcleod.com
Roberto DiGregorio
Administrative Assistant
519-560-4070
roberto_digregorio@scotiamcleod .com
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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All insurance products are sold through ScotiaMcLeod Financial Services (Ontario) Inc. ScotiaMcLeod Financial Services (Ontario) Inc. is an insurance subsidiary of Scotia Capital Inc., a member of the Scotiabank Group. When discussing Life Insurance Products, ScotiaMcLeod Financial Planners are acting as Life Underwriters representing ScotiaMcLeod Financial Services (Ontario) Inc. |
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