portrait of Trish McNamee
FINANCIAL ADVISOR

Trish McNamee

DFSA™
986 2nd Avenue East, Owen Sound, ON N4K 2H6opens in a new window
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Focus Areas

  • Wealth strategies
  • Business owner considerations
  • Estate and legacy strategies
  • Retirement income strategies
  • Sustainable 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

Phone

(226) 277-0777

Fax

(833) 842-5496

Office Address

986 2nd Avenue East
Owen Sound, ON N4K 2H6opens in a new window

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