Sean Purdue

Sean Purdue

Sean Purdue

CFP®, FCSI, CIWM, CIM
Wealth Advisor

Credential Financial Strategies Inc.
Credential Securities 
T 306 842 9554

 

 

 

 

 

 

Sean’s career in financial services began at Weyburn Credit Union in May, 2003. He started as a Consumer Lending Specialist and moved to the Wealth Management department in 2005. As of 2016, Sean has transitioned into a Credential Finanical Stategies role. As an experienced CERTIFIED FINANCIAL PLANNER®, Sean is equipped to help his clients navigate all aspects of their financial affairs. Owners of small businesses and family farms are increasingly accumulating wealth inside of their corporations. Sean’s investment and tax knowledge allow him to specialize in developing strategies for his client’s corporations and family trusts. He is also experienced in dealing with the intricacies of various types of pension plans.

Sean lives in Weyburn with his wife Dawn and their three children. In his down time, he enjoys travelling, camping and watching/coaching his kids’ activities. You can also find him at every Rider home game cheering on the Green & White!

Sean Purdue Quote

"The two most asked questions in my office are “How much do I need to retire?” and “Should we be doing anything different with our investments?” While they are both excellent questions, the answers depend on a variety of factors. This is why I am a firm believer in looking at the big picture and where appropriate, developing a comprehensive financial plan for my clients.

Financial markets are becoming increasingly difficult to understand. While the word “risk” is defined differently by each of us, it is important for me to understand what it means to you. Properly constructed portfolios ensure that controllable risks are eliminated and uncontrollable risks are reduced."
 
- Sean Purdue

IIROC AdvisorReport

Credential Financial Strategies Inc. is a member company under Aviso Wealth Inc., offering financial planning, life insurance and investments to members of credit unions and their communities. Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

 

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