Meet Our Team

Sean McLean FEA (FAMILY ENTERPRISE ADVISOR)
Director, Wealth Management, Investment Advisor
Tel: 604.678.8535

Sean’s experience in the financial industry spans over three decades. Starting on the floor of the Toronto Stock Exchange as a student, Sean immediately knew where his career would be pointed upon graduation from The University of Guelph, where he attained his Bachelor of Arts, specializing in Management and Economics. Upon graduation, Sean entered the fixed income market as an Institutional Bond Broker. After seven years he and his wife decided to leave thriving careers in Toronto and move west to Vancouver. Sean began a career as an Investment Advisor at this time.

As Director, Wealth Management, Investment Advisor and a Partner of Richardson GMP, Sean is well equipped to deliver the level of service and advice that affluent individuals, families and institutional investors demand. He is also an accredited Family Enterprise Advisor (FEA), certified through the Family Enterprise Exchange (FEX). The FEA is a rare designation that uniquely equips advisors to work with affluent business families, helping them with continuity planning. It has become the national standard for identifying family enterprise specialists and to date, only 319 of these prestigious designations have been awarded in Canada.

Sean resides in North Vancouver with his wife and three children, where they enjoy an active life in the community. When not attending to his clients’ portfolios, Sean can be found spending time in the outdoors, whether it be on a mountain, ocean, road bike or golf course.

Greg Phillips FCSI, CIM, FMA, CDFA
Portfolio Manager, Investment Advisor
Tel: 604.678.3649

Greg graduated with Honours from the Sauder School of Business Commerce program at the University of British Columbia (UBC). Including over 13 years of experience in wealth management, he holds both the Chartered Investment Manager (CIM) designation, allowing him to provide discretionary money management services to affluent families and institutional clients, as well as the Financial Management Advisor (FMA) designation, distinguishing his level of knowledge of wealth management strategies well beyond the scope of basic financial planning. He is also a Fellow of the CSI (FCSI), considered the highest honour in Canadian financial services.

Greg is responsible for the construction, monitoring and maintenance of clients’ portfolios. This also includes the analysis, due diligence, selection and monitoring of securities and third party managers, including equities and fixed income, private equity, investment funds and alternative strategy funds.

Greg is also a Certified Divorce Financial Analyst (CDFA), helping clients navigate the divorce process and to confidently move forward with their lives.

He resides in North Vancouver with his wife, Rebecca, and their daughters, Fiona and Sonya. Greg enjoys playing hockey, mountain biking, and golfing throughout the year; and also holds a Black Belt in Shaolin Kung Fu.

Sara Sparks
Associate
Tel: 604.678.8607

Sara has over 15 years of experience in the financial industry. During this time she has worked at a select number of independent wealth management firms. She has completed many professional development courses including the Professional Financial Planning Course and Derivatives and Options licensing. Sara is responsible for all day to day operations McLean Phillips Wealth Management requires, including client services and administration, and general operational activities. She coordinates client reviews, assists with development projects, and works with the team to sustain a trusting client relationship and provide excellent customer service. Her passion for building and sustaining client relationships with our high net worth clients and their families is one that is unsurpassed in the industry. Outside of work, Sara enjoys spending time traveling, cooking, and participating in outdoor activities such as tennis and kayaking.