Sean R. Baker Financial Services

Area(s) served: The Greater Victoria Area and Vancouver Island

Trustworthy advice you can count on

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
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Financial planning on the West coast

A financial plan is an important roadmap to reaching your short and long-term goals. If you value the creation of a financial plan and are committed to following this action plan, you’ve come to the right place.


I work with:


  • retirees,
  • pre-retirees,
  • business owners,
  • entrepreneurs,
  • families and
  • high-net worth individuals.


When we begin working together, we’ll start by setting up a meeting to discuss goals and objectives. Then I’ll work with you to align your goals and needs to create a strategy based on your situation. Once in place, I follow up as often as required. Through the various life events that come and go, I am here to guide you. My goal is to ensure your plan is up to date as your life changes.


My office is in Victoria, British Columbia. I service the people of Vancouver Island with both in-person and virtual appointments. Contact my office to book an appointment.

Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Saving and budgeting

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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Stay informed

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Bank of Canada's cutting cycle a 'big tailwind for Canadians': economist - BNN Bloomberg

Bank of Canada's cutting cycle a 'big tailwind for Canadians': economist - BNN Bloomberg

One economist says that over the longer term, Canada’s interest rate-cutting cycle will spur strong economic growth relative to the U.S.
Canada’s missing navigation tool in the push to lower emissions | Benefits Canada.com

Canada’s missing navigation tool in the push to lower emissions | Benefits Canada.com

To help direct investments to where they need to go, many governments have started to put together standards for what kind of investments they consider environmentally sustainable.
Seven taxes on investments you need to know about

Seven taxes on investments you need to know about

Make the most out of your investments by understanding how taxes affect them. Learn more in this article and reach out to me if you'd like to discuss your portfolio.

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