Lorelle Brehaut joined our practice as Office Manager in November 2011. Her experience with multiple financial services firms enhances the administrative processes in our office. Lorelle will often be your first point of contact when you call our office.
Sean Morton, B.Comm., CFP, CHS
Certified Financial Planner
Sean Morton is an independent Certified Financial Planner operating a financial services practice based in Saskatoon, Saskatchewan. Sean has a Bachelor of Commerce Degree , majoring in Finance, from the University of Saskatchewan. He entered the financial services industry in 2000, and has been a Certified Financial Planner in good standing since 2004.
Sean was born and raised in Saskatoon, Saskatchewan. Sports have always been a passion in Sean’s life. During his university years, he was a member of the Saskatoon Hilltops, and was fortunate to win the 1996 Canadian Junior Football Championship in his 5th and final year.
Sean is happily married, and has three beautiful young children.
Helping people and giving back to the community has always been a focus in Sean’s business and personal life. His volunteer activities over the years include:
- High School Football Coach – Evan Hardy Collegiate
- Finance Director – Lakeview Community Association
- Advocis Executive – various positions in both Calgary and Saskatoon serving the financial advisors association(www.advocis.ca)
As an independent advisor, Sean does not represent any one investment or insurance company, but is contracted through Desjardins Financial Security Investments Inc. for his mutual fund registration. His recommendations are based on client needs, and he is able to source solutions from numerous providers.
Those who know Sean gain an appreciation for his hard work ethic and trustworthiness. Please contact Sean if you are interested in working with a financial advisor who will take the time to understand you, your situation, and help craft financial strategies that meet your goals.
Sean is mutual fund registered in SK, AB, and BC. He is life insurance licensed in SK.