About

Oneforest Investment Management (OIM) is an independent wealth manager of private and institutional investment portfolios. We view client wealth in its entirety and manage client portfolios with this in mind. We seek to establish long-term relationships built foremost on trust, creation of value, and high standards of service.

Wealth creation for some can be the result of a short-term event: a personal business sale, a highly successful investment or a significant windfall. More frequently, a household’s wealth is built over a lifetime and across generations through a portfolio of diversified investments. Whether wealth has been generated recently or is a long-term goal, capital preservation with growth fosters wealth accumulation.

An investor’s wealth is analogous to a forest — a strategic allocation of investments growing and changing over time that, when properly managed, have the potential to grow into greater wealth for generations to come. This is the vision of Oneforest Investment Management.

We work to find a strategy tailored to you, balancing your risk and return objectives to preserve and grow your wealth into the future.

Sean Dixon, CFA

Senior Portfolio Manager, Founder & CEO

Sean has 19 years experience in financial services with international exposure.  For 12 years Sean held senior roles with investment banks in London U.K. gaining extensive experience in portfolio investments and risk management.  Sean is an experienced fundamental investor and has worked closely with individuals as well as public and private companies across a spectrum of industries.  In 2018, Sean returned home to Victoria with his family and has managed discretionary investment portfolios for high-net-worth individuals. With a vision for a tailored, professional service to clients, Sean established Oneforest Investment Management in 2021. Sean is a CFA® charterholder and a member of the Victoria CFA Society.  He holds a Bachelor of Science degree in Economics from the University of Victoria.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

I enjoy meeting and listening to what my clients are seeking to achieve both financially and in life.  

Oneforest Investment Management brings international financial market experience and insight to private portfolio management. More than just buying ETF’s or mutual funds, I set out to fundamentally and actively select individual investments, balance risk, tailor and optimize portfolios for clients.  

If the approaches discussed above make no sense to your daily language, that’s okay, it is my duty to manage things for you and help you understand.  As your discretionary portfolio manager, I’ll be doing the investing on your behalf with your best interests in mind. You have direct access to an experienced financial professional to ask questions and explain, to the extent you are comfortable, how your wealth is invested. 

My clients benefit from a direct relationship and promise to meet with you to build on this.  A client of OIM is not just another ‘online-account number’. I seek to provide professional standards of service for private individuals and deliver value aligned with your interests.

                                                                                                                                      Sean Dixon, CFA

Emily Leon, BA, MA Economics

Editor

Emily is an experienced financial consultant. With an extensive background in economics and financial analysis, Emily’s professional experience was gained working with hedge and mutual funds over several years in Canada and the US. Emily holds a BA in Math/Econ from Hamilton College in New York. She went on to achieve a MA from the University of San Francisco in International Development Economics and was a Ph.D. candidate at the University of Guelph. Emily is now enjoying life with her family on Vancouver Island.

Mission

  • Generate value 
  • Bring Integrity
  • Build trust and meaningful long-term relationships

Vision

  • Quality 
  • Professional service  
  • Preserve and grow capital for generations

Values

  • Trust
  • Integrity
  • Professionalism