CAASA’s Wealth Managers’ Forum in 2024
Jeff Sproul, Senior Wealth Advisor, Portfolio Manager, Wellington-Altus Private Counsel Inc. Aurora, ON
Sean Ross
Sean Ross is a group benefits and retirement advisor with 15 years of experience in the field. Sean has worked with clients of all sizes across a broad range of industries. He works diligently to ensure that clients maximize the return on their investment in their benefit plans. Sean was drawn to the financial services […]
Ian Kerr
Ian Kerr, Portfolio Manager, brings with him over 35 years of experience in the investment industry. His responsibilities include financial consultation in institutional sales and portfolio management. Ian spent 12 years with a major Canadian Bank as Administration Manager, Commercial Account Manager, Branch Manager, and the first Senior Account Manager in Private Banking. In 1983 […]
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