1. Our Mission Statement
Sean Gallagher, CIM
First Vice President, Portfolio Manager
“We partner with discerning clients to ultra-engineer low risk returns for their
serious assets.”
Our mission is to provide you with an investment plan that will help you achieve what really matters
to you in life:
- A worry-free retirement without loss of standard of living;
- The freedom to do what is most important to you day-to-day;
- The ability to help loved ones achieve their financial goals;
- The ability to educate your children and grandchildren at the institution of your choice; and
- The ability to leave a meaningful legacy to a charity or group that is meaningful to you.
Our Investment Philosophy:
We believe in a goal-oriented investment philosophy that relies on a tactical asset allocation
approach. We do not believe in the buy-and-hold philosophy espoused by most mutual fund
companies, financial planners and commission-motivated stockbrokers. We do not attempt to "time
the market"; rather we follow a time-tested proven approach that reduces the costly mistakes
associated with emotional investment decisions.
Our Business Values:
Integrity ~ Courage ~ Excellence ~ Discipline
Sean Gallagher is a Certified Investment Manager (CIM), and is consistently one of West
Vancouver’s leading Investment Advisors. He is a member of The President’s Club and past
member of the Executive Club at CIBC Wood Gundy. He is High Net-Worth Certified by CIBC, and
has passed the Partners Directors and Officers course at the Canadian Securities Institute as well
as the CSC, CPH, IMT and PMT courses.
Sean Gallagher, CIM | First Vice President | (604) 925-8522 | sean.gallagher@cibc.com
CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor
Protection Fund and Investment Industry Regulatory Organization of Canada.