Sean Wilson, financial advisor Feb 21st

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

Latest News

Why “unretirement” may be the fate of so many Canadians Mar 14th

The idea of “unretirement” seems to be making a comeback as more Canadians find themselves under economic stress. Even before the tariff threats emerged under Trump 2.0, seniors and near-retirees were finding the economic uncertainty and rising cost of living becoming uncomfortable. No surprise .... More »

How much of a pension does a survivor receive? + MORE Jun 27th

Ask MoneySense When my husband dies, do I still receive his or a portion of his pension, and if so, how do I find out what it is? –Donna Pensions can make up a significant portion of a someone’s income in retirement. As a result, it is important to understand what happens if a spouse—or.... More »

CPP payment dates in 2026, and more to know about the Canada Pension Plan Jan 3rd

In Canada, most retirement plans include the Canada Pension Plan (CPP). Whether retirement is just around the corner or still years away, CPP is likely to form part of your retirement income. How much you receive depends on factors such as your earnings history, contributions, and when you start col.... More »

Retirement taxes explained: Withholding, clawbacks, and other surprises Sep 19th

Many working-age Canadians wonder what the impact of retirement will be on their tax situation. As you save and build wealth, it is important to plan for the eventual tax treatment of your retirement assets and income as you approach that transition. Taxation in Canada When you are.... More »

Do you need a planner if you’re a DIY investor? May 23rd

In today’s digital age, there’s an increasing number of Canadians who choose do-it-yourself investing. Online brokerages and low-cost trading platforms allowed for a new style of investing to emerge: a new generation of DIYers. We’ve seen a shift in the financial planning industry. Well, self-.... 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…

Continue Reading On moneysense.ca »

Why not follow our RSS feed to keep in sync with the latest Canadian Retirement news?

Share