Sean Dyer
MBA, BBA, CFP®, CIM
Investment Planning Advisor
British Columbia Region
About Sean
Sean Dyer is an Investment Planning Advisor in the BC Region who holds the CFP® and CIM designations. He also holds an MBA from Washington State University and is a Fellow of the Canadian Securities Institute (FCSI). Sean has 20+ years of financial services experience prior to joining CDSPI Advisory Services Inc. in 2026.
Perspective on Working with Dentists
Sean has experience in wealth management across credit unions and private wealth platforms. He enjoys working with dentists and their families on personal and professional financial planning needs. His depth of experience is working with high-net-worth clients and complex planning needs in the areas of investment, tax, retirement, estate, and wealth transfer.
Education
- Master of Business Administration (MBA)
- CERTIFIED FINANCIAL PLANNER® professional
- Chartered Investment Manager® (CIM®)