About
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Sean R. Baker Financial Services
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.
Job Title: Financial Planner, Sun Life
Phone: (250) 812-0802
Email: sean.r.baker@sunlife.com
Address: 3962 Borden Street, Suite 101,, Victoria, BC, V8P 3H8 Canada
Sean R. Baker
I have worked in the financial services industry since 2001 where I started in banking. In 2009, I became an accredited Financial Planner. I have since achieved many industry related designations:
- Certified Financial Planner (CFP®)
- Chartered Life Underwriter (CLU®)
- Certified Health Insurance Specialist (CHS™)
- Personal Financial Planner (PFP®)
- Financial Management Advisor (FMA)
- Fellow of CSI (FCSI®)
- Certified International Wealth Manager (CIWM)
- Certified Professional Consultant on Aging (CPCA)
This diverse culmination of professional experience has helped me develop a skillset that allows me to take a multi-disciplinary approach to working with the unique needs of each Client.
Nothing motivates me to work harder than when I get to witness Clients achieve financial success. I enjoy seeing a long-term disciplined approach enable people to live their dreams and protect their legacy.
When not busy working, I love spending time with my children, reading daily and continuously learning. Health and wellness are top priorities for me. To stay active, I practice yoga, workout daily, do open water rowing on the Pacific ocean and hike local trails. I enjoy pushing myself in the gym and planning new places to travel to with my kids. To give back to the community I serve, I volunteer as often as I am able to.
Job Title: Financial Planner, Sun Life, CFP®, CHS™, CIWM, CLU®, CPCA, FCSI, FMA, M.A., PFP
Languages spoken: English
Phone: (250) 812-0802
Email: sean.r.baker@sunlife.com
Fax: (250) 380-6011
Address: Victoria, BC
Tal Thompson
Tal has been in the financial industry for over 25 years. Including being a Web Analyst for the Credit Union system and a Mortgage Underwriter at a large Canadian bank.
In this role, Tal keeps the office running smoothly, ensuring Clients get the utmost in care and support. Born on the island and having spent many years away, Tal is happy to be back where it all started.
Job Title: Executive Assistant, Sun Life | Executive Assistant, Sean R. Baker Financial Services
Languages spoken: English
Phone: (250) 634-1480
Email: talon.m.thompson@sunlife.com
Address: Nanaimo, BC
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