Member

Trent MacKeen

Halifax

First Wealth Advisors

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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.

I help family business owners and incorporated professionals delegate their financial planning with confidence.

Outside of work, I enjoy traveling with my wife and our two children. You'll often find us mountain biking, kayaking, camping, skiing, snowmobiling, or on the golf course.

Specializations

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

Designation(s)

CFP (Canada)

Compensation Models

Advice-Only
Fee based (AUM)
Insurance Commission
Minimum Fee

Professional Associations

No items found.

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
New Brunswick
Newfoundland and Labrador
Nova Scotia
Ontario
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