Sean Bailey

Background

About Sean Bailey

If you're like so many of my clients, you're juggling work and leisure, kid time and "you" time, home ownership needs and more, all the while anxiously anticipating this year's vacation. In short, you're busy. Hopefully, that's not putting your financial welfare on the back burner. While anybody can pick a stock or open a savings account, there's so much more to financial security. Have you considered the goals you have for your family – perhaps a good education, freedom from debt, a vacation home or an early retirement that's fully funded? Have you explored the tax implications of the investments you own? Are you balancing your saving and spending? In essence, do you have a financial strategy and are you adjusting it as your life and goals evolve? Your money and your future, your family's future, are too important not to give them the attention they deserve. That's where I can do the heavy lifting, gifting you with more time to live your life while following a path toward a lifetime of financial security. As we work together, I'll take the time to get to know you and your family, your opportunities and challenges, your goals and even your unspoken dreams. Then we'll put your money to work in a way that addresses all of it. I'll answer your questions and help you understand where you are invested, why and what it costs. I can help with the transition to retirement, moving from saving to drawing from those savings. And I'll stay in touch to help you stay on track, with those touchpoints scheduled according to your preferences. It's not just me working on your behalf. Ines Pacheco is our senior branch office administrator and a 20-year Edward Jones veteran. You'll quickly discover what our clients already know: Ines embodies the concept of going above and beyond for you. Whenever I’m not in the office, I’m spending time with my wife and our 3 young kids who are up to all kinds of things like gymnastics and coding. I coach their t-ball teams and love a good LEGO build together. We are always off somewhere, mostly to visit our large extended family in the US, spending time together at the Jersey Shore or in Florida. Although I grew up in Pennsylvania, I’ve lived in Oakville for over a decade now and love it here. Working in my own community is so important to me. Now I'd like to hear about you, your dreams and what you want your money to do for you. Let's talk.