Members

Trent MacKeen

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

Member Bio

(This member hasn't written a bio yet!)

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 - Love the outdoors: hiking, mountain biking, camping, snowmobiling, and golfing.

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 - Retainer Based
Fee Only - Flat Fee/Project Based
Fee based (AUM)

Professional Associations

Advocis

Education

University

Assets Under Management

10,000,000-50,000,000

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
While this Information is considered to be true and correct at the date of original publication, changes in circumstances after the time of publication may impact on the accuracy of the data on this member profile. The Information on this profile may change without notice. Please review our Terms of Use and Privacy Policy. Contact the member directly, or the Financial Planning Association of Canada for the latest and most accurate data.