Members

Hannah McVean

Squamish

Objective Financial Partners

Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Hannah McVean

Member Bio

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

Hannah is a Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) with expertise in comprehensive financial planning. Her unique approach integrates trauma-sensitive financial guidance, informed by her Trauma of Money Professional Certification and her certification as a YNAB (You Need a Budget) Coach. Beyond technical expertise, Hannah emphasizes understanding the emotional and psychological aspects of one’s relationship with money. She coaches clients on effective cash flow management and helps them refine their money beliefs and behaviors. She is dedicated to creating an environment where clients feel comfortable discussing their financial situations. Hannah also educates her clients on strategies to protect and grow their assets. Outside the professional realm, Hannah enjoys outdoor activities like mountain biking, roller skating, and skiing.

Hannah is a Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) with expertise in comprehensive financial planning. Her unique approach integrates trauma-sensitive financial guidance, informed by her Trauma of Money Professional Certification and her certification as a YNAB (You Need a Budget) Coach.

Beyond technical expertise, Hannah emphasizes understanding the emotional and psychological aspects of one’s relationship with money. She coaches clients on effective cash flow management and helps them refine their money beliefs and behaviors. Hannah also specializes in tax planning to improve cash flow and ensure a seamless integration between the financial plan and the tax return. She prepares many of her clients’ tax returns.

She is dedicated to creating an environment where clients feel comfortable discussing their financial situations. Hannah also educates her clients on strategies to protect and grow their assets.

Outside the professional realm, Hannah enjoys outdoor activities like mountain biking, roller skating, and skiing. Indoors, she loves to read sci-fi and fantasy novels.

Specializations

No items found.

Designation(s)

CFP (Canada)
CIM

Compensation Models

Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based

Professional Associations

No items found.

Education

Assets Under Management

Practice Size

Investment License

None

Provinces Licensed (Investment)

No items found.
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.
No items found.
No items found.