46 Sean Baylis, Baylis Wealth Management Group
Baylis Wealth Management Group
RBC Dominion Securities
Calgary, AB
Now in his seventh year as a financial advisor, Sean Baylis is clear on his targets for 2018, which include “improving our efficiency of operations and money management by converting my book to full discretionary wealth management, achieving vice-president status in the firm, and continuing to grow my business.”
Growth certainly wasn’t a problem for Baylis in 2017 – he increased his book of business by $19 million, which represented a jump of 22%. Now managing $107 million in assets, Baylis’ shift to discretionary management should entail even bigger numbers in the years to come.
Company Information
- Baylis Wealth Management Group
- Suite 1400, 333 7th Avenue SW, Dome Tower, Calgary, Alberta