Hannah McVean
CFP®, CIM®
Financial Planner, Objective Financial Partners
Areas of Specialty: Retirement Planning, Cash Flow Management, Trauma-Sensitive Financial Planning.
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, as well as indoor activities like reading fantasy and sci-fi novels.
Links:
Build Wealth Canada: Important Tax & Investing Changes for 2024 (for Canadians)
The Globe & Mail Financial Facelift: More than half of Jill’s net worth is real estate. Is that a problem as she heads into retirement?