Cim® Sean Thompson

Wealth Advisor, Dealing Representative at Connor, Clark & Lunn Private Capital Ltd. (CC&L)

Sean Thompson, CIM®, is a Wealth Advisor and Dealing Representative at Connor, Clark & Lunn Private Capital Ltd., where expertise is applied in introducing affluent Canadians, families, and not-for-profit organizations to discretionary wealth management services, focusing on achieving long-term financial goals through attentive client engagement. Prior roles include Vice President of Sales at CI Global Asset Management, Business Development Manager at Mackenzie Investments, Analyst at MNP, and Associate at Avison Young. Sean Thompson holds a Bachelor's Degree in Finance with a Minor in Economics from Carleton University, completed in 2014.

Location

Calgary, Canada

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Connor, Clark & Lunn Private Capital Ltd. (CC&L)

As one of Canada's largest independent and privately held discretionary investment managers, Connor, Clark & Lunn Private Capital Ltd. helps clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership based on contribution that aligns our interests with our clients'. Using an outcome-orientated approach, our experienced and dedicated Wealth Advisors strive to construct personalized, tax-efficient portfolios investing in traditional and alternative assets. We founded the firm over twenty-five years ago with a vision to give private clients access to the discipline and talent afforded to institutional pension clients. Since then, more and more Canadian individuals, families, Indigenous communities, not-for-profits and charitable foundations have trusted us to steward their wealth. Connor, Clark & Lunn Private Capital Ltd. is part of Connor, Clark & Lunn Financial Group Ltd., one of Canada's largest privately owned asset management firms.


Headquarters

Toronto, Canada

Employees

51-200

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