The Managing Director of Business Transition Planning and Trust Services with CIBC Private Wealth Management, Sean joined CIBC from another major Canadian financial institution, where he was Vice President, Succession Planning. Previously, Sean was the Head of the Estate and Trust department at a mid-sized Toronto law firm. Sean is an Estate and Trust lawyer and has worked with business owners for over 20 years. As CIBC Private Wealth Management’s expert on Business Transition Planning, he works with advisors from CIBC Mid-Market Investment Banking, CIBC Wood Gundy, Commercial and Business Banking and other CIBC teams to help business owners plan for the transition of their company in a more rational and business-like manner. He provides advice on market values for private companies, as well as the optimal tax and legal structure for businesses in transition. Sean is also the co-author of Succession Stories from the Front Line. A graduate of the University of Toronto, he attained his LL.B. from the University of Ottawa in 1985 and was called to the Bar of Ontario in 1987. He is a former Director of St. Joseph’s Health Centre Foundation. Sean is a member of the Law Society of Upper Canada.
Managing Director, Business Transition Planning, CIBC Commercial Banking