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

Nathan McLeod, 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, 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.

Our Trusted Affiliates

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?

 

The daughter of the company founder, Maia has one foot planted in the past and the other firmly in the future.  Providing over 25 years of best in class customer service to clients via Booth Scott’s unique Care Team, Maia follows the Golden Rule. Not up to date on your early Confucian-era maxims? Simply put - treat others as you yourself would like to be treated and for Maia and her team, this means being human and truly listening to people in order to understand their challenges and working hard to meet their needs.

 

Though her career began prior to the internet (gasp!), Maia is a strong advocate of the ever-increasing role of technology in her industry, recognizing its value in reducing administrative and organizational pain points, thereby empowering her clients to focus on strategy and performance. Her goal? Making employee benefits as interesting to others as it is to her! Preventative health, national pharmacare, telehealth, biologic drugs, chronic disease, mental health…who isn’t interested in all of that??? 

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. 

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.

All Products and Services Provided by McLeod Mooney, unless noted otherwise.  Insurance provided through Customplan Financial Advisors Inc. & Peak Insurance Services.  Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc.  Investia Investor Privacy Policy.  This site respects the confidentiality policy. Its use is subject to the conditions of the legal notice.   Formal complaints to the Mutual Fund Dealers Association can be made here.

© 2020 McLeod Mooney 

  • Twitter
  • LinkedIn