SERVICES

Group RRSP & Pensions

When it comes to management of Group Retirement Savings Plans & Pensions the most important aspect from our clients (the employer) standpoint is meeting the Capital Accumulation Plan (CAP) guidelines

These guidelines were developed by the Joint Forum of Financial Market Regulators with the objective of having good plan governance practiced consistently in pension plans across Canada.  They were developed to insure the plan members (the employees) were getting quality investment advice and personal care. 

 

These standards can be a liability to the employer if not followed.

We work in partnership with our clients to remove that liability from their plate.

Family Financial Planning

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. 

Our fundamental belief is that every single person in Canada should have access to an independent Certified Financial Planner.

 

 

Our Team

Nathan McLeod, Partner

A graduate from B.C.I.T in both Business Management and Financial Planning diplomas, Nathan obtained his BA from the University College in 2005.  Nathan 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 he 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.

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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