As an Investment Counsellor, Sean Rosas provides portfolio management services and his experience to our high net worth clients in the CI Assante Private Client program. In this role, in consultation with our team’s knowledge of our clients’ circumstances, he determines an appropriate asset allocation to best meet their objectives. He also provides ongoing review of client portfolios, and works closely with our Wealth Planning team to ensure that our clients’ investment plans continue to meet their needs.
He brings over 20 years of diverse financial services experience to his role at CI Assante Private Client. Prior to joining our team in 2021, Sean was Managing Director at a leading Canadian family office, and prior to that held senior Capital Markets and Trading roles at HSBC Securities Canada and Barclays Capital, in Toronto, New York and London.
Sean has a Bachelor of Arts degree, Financial Economics concentration from the University of Western Ontario, and a Master of Business Administration degree from London Business School, majoring in Finance and Private Equity. In addition, he is a CFA® (Chartered Financial Analyst) charterholder, and is life insurance licensed.
What our clients are saying.
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"Mark takes the time to understand your unique situation and then takes great care in presenting options." ~ R.T.
"Mark ensured that we were comfortable and that we understood what lay before us." ~ R.T.
"Having a financial plan has given us confidence and peace of mind." ~ R.T.
"Mark has the insight and resources to provide creative solutions to our families' financial goals." ~ R.T.
"Working with Mark as our Financial Advisor for the past 16 years has been a pleasure." ~ K.I. & S.I.
"Mark is very knowledgeable and works very hard for you." ~ K.I. & S.I.
"Having a financial plan in place gives us peace of mind." ~ K.I. & S.I.