Associate Investment Advisor: Travis Feeney CEA, MFA-P

Associate Investment Advisor: Travis Feeney CEA, MFA-P Associate Investment Advisor & Insurance Advisor based in the Lower Mainland B.C., serving B.C. , & AB. March 2023 and April 2023 respectively.

My purpose and my passion is to provide you with world class service that conceptualizes your dream of financial freedom and illustrates how to make your dream a reality. My focus is to make a difference in the work I do to help you get there. I've been in the financial services industry for 15+ years and I realized my passion for finance and investing early on in my career. Helping my clients ach

ieve their financial goals is one of my most rewarding experiences and it is what brings me the most joy. As an iA Private Wealth Associate Investment Advisor, I believe it’s important to invest my time to understand what you’re working towards before you invest your money. Working closely with you, your accountant, lawyer and other professionals, I will help you build a financial strategy that is unique to you so that you can achieve your long-term goals and dreams - one that puts you on track to achieve your goals and the retirement you envision. Recently I have achieved a CEA® - Certified Executor Advisor designation from CICEA, and MFA-P™ - Master Financial Advisor - Philanthropy designation from Knowledge Bureau. I'm supported along the way, iA Private Wealth has thousands of people and advanced technologies supporting our office so that we can help you reach your long-term financial goals and create a roadmap for success. Like any journey there are ups and downs and I'll be by your side every step of the way. We will revisit your financial strategy on a regular basis to help ensure it still aligns with your goals and vision for the future. I provide the investment strategies, services and tools to assist you in working towards your financial future. Starting the journey is simple – it all begins with a phone call or an email.

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Are you wondering what to do in case you’re being targeted in a possible scam? Browse this tool to learn about the most common scams affecting Canadian residents and businesses, and how to protect yourself: https://tinyurl.com/ybsv8m85

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As you prepare for retirement, you will need a different approach as to how you manage finances, prioritize spending, and save for your golden years. Check out these free resources to get your retirement plan up and running today. https://tinyurl.com/y6derhv7

Address

19472 64 Avenue
Surrey, BC
V3S3L7

Opening Hours

Monday 8am - 4pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 8am - 4pm

Telephone

+16044657941

Website

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