About

Want to achieve lifetime financial security and live a healthier, brighter life? Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.

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.

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.


In my free time, I enjoy spending time with my children and continuously learning and reading daily. 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 enjoy volunteering.

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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