Sean Chugh

Sean Chugh, MBA, has a diverse work experience. Sean started their career at Progress Capital Management in 2014, where they served as an Investment & Retirement Planning Advisor. In this role, they collaborated with senior financial advisors to manage investment portfolios, expand market capability, and enhance the PCM brand. Additionally, they designed tailored investment solutions for high net worth individuals, emphasizing risk and rewards balancing, and constructed quality dividend-oriented portfolios to help clients achieve their retirement goals. Sean joined Dynamic Funds in 2022 as an Inside Sales Representative.

Sean Chugh completed their Master of Business Administration (MBA) degree with a specialization in Finance and Strategic Business Valuation from the DeGroote School of Business at McMaster University. This program was undertaken from 2020 to 2021. Prior to their MBA, Sean earned a Bachelor of Commerce (BCom) degree with a focus on Finance and Financial Management Services from York University, which they completed from 2011 to 2015.

In addition to their formal education, Sean has also obtained various certifications. Sean acquired the CAIA Fundamentals of Alternative Investments Certificate from the CAIA Association in December 2022. Furthermore, they completed the Python 1: Core Data Analysis certification from The Marquee Group in April 2021, and the Excel 1: Core Data Analysis certification, also from The Marquee Group, in September 2020. Sean's earliest certification is the Canadian Securities Course (CSC), which they obtained from the Canadian Securities Institute in October 2016.