Member

Trent MacKeen

Halifax

First Wealth Advisors

Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Trent MacKeen

Member Bio

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Random facts in no particular order: Married, Dad to two cool kids....and two crazy dogs. We love to travel together as a family. 20+ years of learning as a financial advisor/financial planner. I love being outdoors: hiking, mountain biking, camping, snowmobiling, skiing, and golfing.

Married, dad to two cool kids and two energetic dogs. We love traveling together as a family and being outdoors—hiking, mountain biking, camping, snowmobiling, skiing, and golfing. I have 20+ years of experience and am constantly learning as a financial advisor/financial planner.

Specializations

Corporate Financial Planning
Corporate Insurance Planning
Corporate Tax Planning
Estate Planning
Financial Planning
Insurance Planning
Investment Management
Retirement Income Planning
Succession Planning
Tax Planning

Designation(s)

CFP (Canada)
CLU

Compensation Models

Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)

Professional Associations

Advocis

Education

University

Assets Under Management

50,000,000-100,000,000

Practice Size

2 to 5

Investment License

Mutual Fund

Provinces Licensed (Investment)

Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland and Labrador
Northwest Territories
Nova Scotia
Ontario
Prince Edward Island
Saskatchewan
Yukon
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