Sean A. Middaugh, CFP, CHS

Financial Advisor, Manulife Securities Investment Services Inc.

Life Insurance Agent, Middaugh Financial Services Group Inc

After spending over 10 years in the automotive industry I made the transition into the family business in 2008. Since then, I have been able to earn my clients trust by providing sound advice that enables them to reach their life and retirement goals. The key to my success is the personalized approach I take when assisting clients with a full range of services including comprehensive financial planning, retirement planning, investment management, risk management and estate preservation. My clients include farmers, professionals, high-net-worth individuals, small business owners and retirees.

 

Continued education and self improvement are extremely important to me. My education includes the passing of the Provincial Life Licence exam, LLQP and more recently obtaining my Certified Health Insurance Specialist designation, CHS and my Certified Financial Planner designation, CFP.

 

When not at the office, I spend the winter months volunteering as a minor hockey coach, and in the summer I run a hockey camp dedicated to improving young players both on and off the ice.

 

I have two sons, Connor and Taylor.

 

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