DANA MOONEY ART_YALETOWN OFFICE MURAL_WE

ABOUT

Who We Are

An experienced and locally owned company.  We are proud to provide clients across British Columbia, Alberta and Ontario with high quality, knowledgeable financial service and advice.  

Through our dedicated team we aim to provide all of our clients with the highest level of service and financial advice through all stages of life. We have built our company on a foundation of honesty, integrity, hard work and family values. We believe in building partnerships with all of our clients and giving back to the communities in which we live and work.

 

Our Team

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Nathan McLeod, CFP

Partner

A graduate from B.C.I.T in both Business Management and Financial Planning diplomas, Nathan obtained his BA in 2005.  He began his career working in the financial industry in 2003 as a retail financial adviser in Canada's largest financial institution.  Recognizing that he could offer his clients a wider breadth of products and services as an independent and left to open his private financial planning practice in 2010.

Nathan deeply believes that financial literacy is an essential life skill, his goal is to provide the critical tools that can help the individuals and corporations who trust in him, to make better informed financial decisions.  As an independent Certified Financial Planner and as an associate of various firms such as Booth Scott, Nathan has had the pleasure to provide independent financial advice to thousands of employees and their families within the multiple Pensions and Group RSPs that he helps to manage.  

Family and community are important to Nathan.  He is involved in multiple sports, hockey, slo-pitch, golf, and curling to name a few.  When not playing sports you will find him enjoying time with his wife and two young sons.

You can schedule an appointment direct with Nathan here

Ian Mooney Certified Financial Planner Image

Ian Mooney, CFP

Partner

Ian is a passionate independent Certified Financial Planner who is focused on helping clients achieve their goals of financial independence.  He takes pride in knowing the details well, yet he has the unique ability of explaining everything in clear, straight forward, and easy to understand language.

Before forming McLeod Mooney, Ian opened his first independent practice (Element Integrated Financial Solutions) in 2014.  That same year he qualified for the Million Dollar Round Table – “The Premier Association of Financial Professionals” and earned the accolades of Rookie of the Year at Customplan Financial Advisors.  Prior to entering the financial services industry, he enjoyed a prosperous career in mining and mineral exploration as a Business Development Manager for Inspectorate America Corp, Acme Analytical, and Bureau Veritas upstream metals & mining division. He also holds a diploma in Mining Engineering Technology (AScT.) via British Columbia Institute of Technology.

On a more personal note Ian lives’ and work’s in the city of Vancouver, he is a father to a wonderful little girl, he enjoys the outdoors, and stays active playing many sports; in particular rugby.

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Tammy Dorais, Associate Financial Advisor

Tammy started in the financial services industry in 2006, employed at one of Canada's largest banks.  She joined McLeod Mooney Financial Planning Inc. in 2022 bringing with her a high level of experience in Service Account Management, Banking Account Management,  and personal financial planning services through the sale of Mutual Funds, retirement products and investment products.   She thoroughly enjoys working with business owners, individuals and families alike. 

At McLeod Mooney Financial Planning Inc. Tammy is involved with helping our clients continue to meet their financial goals and objectives providing experienced financial advice and guidance as an Associate Financial Advisor working with our Certified Financial Planners.

Tammy is a native of Quebec and proficient in conversational French.  She is a member of the Canadian Securities Institute and has completed many specialized courses during her career including but not limited to, Financial Planning Level 1 & Wills and Estates for Canadian’s.  She has received numerous nominations and awards during her tenure at the bank including the prestigious Pillars of Excellence Award in 2012.

Tammy is very active in her day's off, spending time with her family at their place in Washington State on the weekends, and happily serving as a Grandmother to her grandson James.  She lives in Abbotsford, British Columbia with her husband Marc and their 2 dogs Hank & Sally

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Glady Popli, Office Administrator

Glady comes to us after having served as an Assistant Business Administrator, and as an Assistant Human Resource Manager.   She completed her Bachelor of Commerce in 2019, and a Post Baccalaureate Diploma in Business Administration in 2021.

She always happy to dialog with all of our wonderful clients in a few different languages as she is proficient in English, Hindi and Punjabi.

Our Trusted Affiliates

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Maia Scott

Specialists in the Employee Benefits field for over 30 years, Booth Scott is the only choice for Employers committed to recruiting, retaining and strengthening their most valuable assets, their people. Is your company special?

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Mike Adamek

Adamek Financial is your one stop hub for employee benefits, corporate insurance strategies, and financial planning. Greater Victoria & Vancouver Island BC.

An active member of the business and economic development community providing employee benefits to Canadian companies since 1989. Mike is very active as a coach in many community youth driven sports. 

Pension Management, Group RRSP or Financial Planning Questions?Contact us here.

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