Member

Hannah McVean

Squamish

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Hannah McVean

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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.

Specializations

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Designation(s)

CFP (Canada)
CIM

Compensation Models

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

Professional Associations

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Education

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Investment License

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Provinces Licensed (Investment)

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