Sean Wilson, B.Mgt, CIM, CFP

Independent Portfolio Manager
Sean joined Raintree Wealth Management in 2021 as an Independent Portfolio Manager. Sean holds a CIM® designation and is an Associate Portfolio Manager, as well as a Certified Financial Planner. Additionally, he is actively working towards completing his Certified Life Underwriter (CLU®) designation and pursuing the Registered Financial Planner (RFP®) certification.

Sean’s love for finance began at the University of Lethbridge, where he majored in finance and accounting. After completing his studies, he embarked on his career with a Big Four accounting firm in the private business group, dedicating three years to this role. However, Sean eventually made the decision to transition into finance. In pursuit of his newfound interest, Sean joined UBS Securities as an equity research associate, gaining two years of valuable experience in this field. With his growing expertise, he developed a strong desire to become a financial advisor. In 2009, he seized the opportunity to join the Quarry Wealth Management team, gradually ascending to become an equal partner in the firm by 2012.

Driven by his passion for integrated financial planning, Sean, along with his colleagues, collectively decided to wind down Quarry Wealth Management in 2021. This led to the formation of Moraine Wealth Advisory, a venture aimed at delivering comprehensive financial solutions to their clients.

Beyond his professional commitments, Sean has devoted himself to the Women + Wealth Gala, serving as an active board member for several years. This noteworthy not-for-profit event garners significant support, attracting hundreds of attendees and raising substantial funds for the Canadian Women’s Foundation.