Trent MacKeen

Halifax

First Wealth Advisors

Verified Member of FPAC

Mortgage Licensed

Insurance Licensed

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

Contact Trent MacKeen

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

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