SERVICES

Group RSP & Pensions

Family Financial Planning

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Money can be confusing.  At a young age most of us learn how to earn it, but it doesn't come with an instruction manual, and rarely are we taught how to manage it.

Our process is focused on listening to you, and identifying your goals and financial aspirations.

Once we understand what your financial goals and aspirations are, using expertise, technique, and professional collaboration we help to integrate your investments, risk management strategies, retirement, and estate planning in one clear and concise financial plan. 

 

Contact Us today to book a free appointment with one of our Certified Financial Planners.  We are happy to assist your business and your family.

 

Our Team

Nathan McLeod, Partner

This is a great space to write long text about your company and your services. You can use this space to go into a little more detail about your company. Talk about your team and what services you provide. Tell your visitors the story of how you came up with the idea for your business and what makes you different from your competitors. Make your company stand out and show your visitors who you are.

Ian Mooney, Partner

Ian is a passionate independent Certified Financial Planner who is focused on helping our 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.

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 

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