Sean Wilson, financial advisor Feb 21st

Not sure how to make a retirement plan? Read on…

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The best RRSPs in Canada for 2026 + MORE Jan 31st

Why should you open a registered retirement savings plan (RRSP)? This account type is often described as “tax-advantaged,” meaning it offers a tax-efficient way for savers and investors to build wealth for the future, usually for retirement. To maximize its potential, it helps to know the differ.... More »

Should I draw down my RRIF to avoid estate taxes? + MORE Apr 25th

Ask MoneySense Is it a good idea to withdraw more money monthly than one needs from one’s RRIF? What about beginning a regularly automated transfer of this extra money to one’s non-registered investments so that there is less money in the RRIF account upon death? As a result, the estate will be .... More »

Financial independence and travel: Can you have both? + MORE Apr 25th

In February and early March, as is increasingly our custom, my wife Ruth and I spent five weeks in a sunny clime in order to avoid the tail end of Canada’s winter. On our return from Malta, regular guest blogger Devin Partida contributed a relevant article titled “Can you pursue financial indepe.... More »

How to make sure you have enough money to fund your RRIF withdrawals + MORE Apr 18th

After decades of using registered retirement savings plans (RRSPs) to reduce taxable income, it can come as a shock to discover the shoe will one day be on the other foot. At the end of the year you turn 71, you have to either cash out your RRSP (not recommended), annuitize it or convert it into a R.... More »

Stock news for investors: Cineplex and Aritzia post strong results despite industry headwinds + MORE Oct 11th

Here’s a round-up of news for Canadian investors this week. Cineplex Aritzia Trilogy Metals Barrick Mining Cenovus-MEG Energy Featured RRSP Accounts featured EQ Bank Buil.... More »

Sean Wilson, financial advisor

– moneysense.ca

Meet Sean Wilson

Sean Wilson is a Certified Financial Planner and founder of Moraine Wealth Advisory, a boutique financial planning firm specializing in helping Canadian physicians and business owners achieve their financial and life goals. With many years of experience in financial services, he is dedicated to guiding clients through the complexities of wealth management, tax planning, retirement strategies, and managing accumulated wealth in corporations. He is a registered associate portfolio manager in Alberta, British Columbia and Quebec.

Wilson’s unique expertise lies in understanding the specific challenges faced by medical professionals and business owners. His comprehensive approach focuses on reducing debt, growing wealth, minimizing taxes and designing financial plans that are fully aligned with his client’s personal and professional aspirations.

Passionate about building lasting relationships, he believes financial planning should go beyond numbers…

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