portrait of Trish McNamee

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

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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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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