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FINANCIAL ADVISOR

Trish McNamee

DFSA™
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Focus Areas

  • Wealth Strategies
  • Business Owner Considerations
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Socially Conscious Investing
  • Special Needs Financial Considerations

Personal Interests

  • Outdoor Enthusiast
  • Sailing
  • Golfing
  • Art Museums
  • Vintage Cars

Team Members

  • Kariss Cureatz
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 07:00PM
Wed 09:30AM - 04:30PM
Thu 08:30AM - 07:00PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

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What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

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