Sebastien Skupek brings over a decade of invaluable experience to Turner Investments, where he serves as a dedicated portfolio manager and senior financial planner. With a keen focus on understanding each client's unique aspirations, he brings the right knowledge, guidance, and expertise to identify your goals and help you reach them - whether you're thinking of taking your finances to the next level or planning for retirement.
As a Certified Financial Planner® (CFP®), Chartered Investment Manager (CIM) designee, and Trust and Estate Planning professional (TEP), Sebastien possesses a robust skill set that enables him to offer informed guidance and actionable insights. His licensing in both the U.S. and Canada allows him to cater to a diverse clientele, advising American residents and Canadians residing in the U.S. with equal proficiency.
Prior to his tenure at Turner Investments, Sebastien honed his financial acumen as an Options and Equity trader at a leading Canadian brokerage. His journey began in the mortgage industry, where he provided expert mortgage advice to individuals and businesses, establishing a solid foundation in financial services.
Outside of his professional pursuits, Sebastien is deeply involved in community initiatives and sports. An avid soccer and volleyball player, he actively contributes to sports community. He plays a pivotal role in managing the Downtown Soccer Toronto league, a groundbreaking initiative as Toronto's first official LGBTQA+ recreational soccer league. Furthermore, Sebastien volunteers his time as an MPower Financial Coach at Prosper Canada, assisting low-income individuals in identifying, planning for, and achieving their personal financial goals.
Tel: 416-777-7171
Sebastien.Skupek@raymondjames.ca
The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.