As an Investment Counsellor, Sean Rosas provides portfolio management services to our high-net-worth clients in the CI Assante Private Client program. In consultation with our team, he determines the appropriate asset allocation to best meet the objectives of every client. He also provides ongoing reviews of client portfolios, and works closely with our Wealth Planning team to ensure that our clients’ investment plans continue to meet their needs. He brings over 20 years of diverse financial services experience to his role. Prior to joining our team in 2021, Sean was Managing Director at a leading Canadian family office and previous to that, held senior capital markets and trading roles a