Sean Baylis of Baylis Wealth Management Group is part of this year's WP Top 50 Advisors.
21 Sean Baylis
Baylis Wealth Management Group
RBC Dominion Securities
Calgary
AUM GROWTH: $10,239,869
AUM PER CLIENT: $472,337
REVENUE PER CLIENT: $6,386
CLIENTS AT END OCT 2015: 155
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 25
Before working in the financial industry, Sean Baylis was an educator in the private school system in Calgary. Judging by the 25 new clients he added in 2015, his passion for financial education and helping clients make informed wealth management decisions is serving Baylis well in his new career. He actively supports many charities through the Rotary Club of Calgary, and has received the President’s Circle Award from RBC Dominion Securities.
Baylis Wealth Management Group
RBC Dominion Securities
Calgary
AUM GROWTH: $10,239,869
AUM PER CLIENT: $472,337
REVENUE PER CLIENT: $6,386
CLIENTS AT END OCT 2015: 155
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 25
Before working in the financial industry, Sean Baylis was an educator in the private school system in Calgary. Judging by the 25 new clients he added in 2015, his passion for financial education and helping clients make informed wealth management decisions is serving Baylis well in his new career. He actively supports many charities through the Rotary Club of Calgary, and has received the President’s Circle Award from RBC Dominion Securities.
