About
Welcome! I’m dedicated to your success. Can’t wait to get to know you!
Sean has been an advisor with Sun Life for over 10 years. He holds a Master Financial Advisor – Philanthropy designation. A lifelong enthusiast of capital markets and former professional equestrian, he focuses predominantly on helping Canadians turn tax dollars into charity.
When not helping Canadians save tax and have social impact, Sean spends time with his wife and four children, usually at a swim meet, ski hill or golf course.
Sean also gives back to the equestrian community through enhanced education collaborations with Ontario Equestrian and Equine Guelph.
Sean Jones
My team and I advise affluent families on using life insurance to transfer wealth tax-efficiently, support meaningful philanthropy and preserve family intent with precision and discretion.
MFA-P
Phone: (905) 428-9996 x2237
Email: sean.jones@sunlife.com
Address: 65 Bayly Street West, Suite 201, Ajax, ON, L1S 7K7 Canada
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