About Us
Originally Consilium Financial, Serviam Capital was started in 2018 by Sean Gregory. He saw finance as a school of virtue and understood that a good financial plan is not about maximizing wealth, rather it is what a Good Steward ought to do. However, he also quickly realized that many of the investment options available were not consistent with the moral teachings of the Catholic Church.
The Solution: Create our own.
Unable to find a solution in an existing managed product, we set out to create our own. For clients who are concerned with where their money is invested, this solution exists for them.
Since beginning this work, Serviam Capital has been joined in this mission by more value-based clients and associates. Interested in learning more? Read about us below!
At Serviam Capital, investment counsel is provided by:
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Sean J Gregory, CFP®, CIM®
Portfolio Manager
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As someone holding the CERTIFIED FINANCIAL PLANNER® designation, Sean is committed to helping his clients with comprehensive financial advice.
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He has also earned the CHARTERED INVESTMENT MANAGER® designation, demonstrating a high proficiency in investment advice.
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Our office provides full-service wealth management, which begins with a comprehensive written financial plan, a purposeful investment policy, and account services to implement the plan and recommendations.
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Sean takes a personalised approach to financial planning and investment advice, recognising each client has a unique set of goals and objectives. A holistic approach that takes into account your complete financial picture and a measured approach to risk management.
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Sean is a graduate of UBC with a bachelor's degree in Science. When not at work, Sean is busy with his six young children exploring the BC wilderness by foot, kayak, and ski.
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Book a time with Sean:
A.J. Sanson, CFP®, CLU®, CKA®
Associate Investment Advisor, Financial Planner
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A.J. started his financial services career with an international full-service brokerage firm in 2006. After multiple leadership roles, he moved to the corporate home office as a Regional Business Development Manager in March 2014. Soon after, A.J. progressed to lead the team at the national level. After eight years working for the home office, he decided to return to the financial advisory role to work directly with clients again.
A.J. has a Bachelor’s degree in Science with a specialization in Psychology from the University of Alberta and holds the CERTIFIED FINANCIAL PLANNER (CFP®), CHARTERED LIFE UNDERWRITER (CLU®), and CERTIFIED KINGDOM ADVISOR (CKA®) professional designations.
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A.J. and his wife, Valerie, have two young daughters. In addition to the joys & rigours of family life, A.J. enjoys conversations ranging from meticulous German automotive craftsmanship to the intricacies and pursuit in creating the perfect cup of coffee to the beauty and complexities of philosophy and theology.
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Book a time with AJ:
https://calendly.com/aj-sanson/15
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Anthony De Lazzari, B.Comm​
Associate Investment Advisor
Anthony is the newest member of our team having recently completed a Bachelor of Commerce at the University of British Columbia. He has specialization in finance and a minor in philosophy. Before transferring to UBC he attended Corpus Christi College where he learned the importance of integrating service into his daily life.​
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Outside of work, Anthony seeks opportunities to bring people together, spend time with family, and deepen the intellectual roots of his professional and personal life.
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