Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
Sean O’Connor and his multigeneration team have been helping affluent Canadians and business owners improve their financial wellbeing. Sean takes great pride in knowing clients value their trusted relationship, his team works every day to help remove financial uncertainty and stress in their clients’ lives. What sets O’Connor & Associates apart is their team-based approach, as they collaborate with experts in tax, estate, risk management and advanced financial planning, to ensure even the most complex situations become clearer. His team members’ comprehensive licensing and Certified Financial Planning designation enables them to provide holistic advice for investments, retirement, charitable foundations and much more.
5113-333 96th Ave. NE, Calgary, Alberta T3K 0S3
403 226 5531
sean.oconnor@igpwm.ca
linkedin.com/in/seanoconnorcfp
oconnorandassociates.ca
Sean O’Connor
Certified Financial Planner
IG Private Wealth Management
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Bio
Milestones
Profile
Milestones
2020–present
Insurance Business Magazine | Key Media
Deputy Principal at Australian Christian College - Southlands
Doctor of Education
2020–present
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2021
Ted Talk in collaboration with key media
Year 7 Community Leader and Leader for Learning Technologies and Platforms at Northern Beaches Christian School
Master of Business Administration, 2017–2019
2021
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2011–present
2002
2021–2022
2018
2021–present
Read on
Special Report
Home
Bio
Milestones
Milestones
Insurance Business Magazine | Key Media
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Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
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2011–present
2002
2021–2022
2018
2021–present
Read on
Special Report
Home
Bio
Milestones
2022
2018
2021–2022
2002
2011–present
2021–present
Insurance Business Magazine | Key Media
AWARD-WINNING PODCAST HOST ON BNN BLOOMBERG’S “SMART WEALTH WITH THANE STENNER”
WEALTH PROFESSIONAL 2022 TOP 50 ADVISORS IN CANADA (NATIONAL RANK #6)
CHARITABLE IMPACT FOUNDATION AWARDS’ 2022 TOP NATIONAL PHILANTHROPIC WEALTH ADVISOR TEAM OF THE YEAR (FOR FACILITATING 90 DONATIONS EXCEEDING $80M FOR DONORS ACROSS CANADA IN 2021 ALONE)
WEALTH PROFESSIONAL 5-STAR ADVISORY TEAMS 2022
WEALTH PROFESSIONAL AWARDS 2022’S ICM ASSET MANAGEMENT AWARD FOR ADVISOR OF THE YEAR – ALTERNATIVE INVESTMENTS (EXCELLENCE AWARDEE)
2021–present
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2018
Human Resources Magazine | key media
Small Business of the Year Award, SABEX, Saskatoon Chamber of Commerce
Advisor of the Year, Wealth Professional Awards
2018
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2021–2022
Human Resources Magazine | key media
Ranked among Canada’s Top Wealth Advisors by The Globe and Mail and Forbes-SHOOK Research
2022: His team won Wealth Professional’s Franklin Templeton Award for Advisory Team of the Year
2021–2022
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2002
Human Resources Magazine | key media
Co-founded the JMRD Wealth Management team at National Bank Financial
Has led a team of experts to multiple awards and excellent service for over 20 years
2002
1997
2011–present
human resources | key media
EXECUTIVE FINANCIAL CONSULTANT AT O’CONNOR & ASSOCIATES, INVESTORS GROUP SECURITIES INC.
MULTIPLE TIME IG PILLAR AWARD AND PRESIDENT’S COUNCIL QUALIFIER*
OBTAINED CFP, RRC AND MFA-P DESIGNATIONS
2011–present
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Milestones
2021–present
Insurance Business Magazine | Key Media
2022
Excellence awardee – Independent Mortgage Adviser of the Year category at the New Zealand Mortgage Awards
2022
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2022
2020–present
Insurance Business Magazine | Key Media
Deputy Principal at Australian Christian College - Southlands
Doctor of Education
2020–present
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2021
Launched his own business,
Ascend Financial Services
2022
2022
Insurance Business Magazine | Key Media
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2021
Launched his own business,
Ascend Financial Services
2022
Certified Financial Planner
IG Private Wealth Management
Sean O’Connor
“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
*Based on IG Wealth Management New Business