As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial loses or managing your portfolio wisely, we have the experience and resources to meet your needs.
I attained my Certified Financial Planners designation in 2004 and joined Focused Financial Planning in 2011. I came on board with 12 years of experience with a national insurance company focusing on full service insurance and investment advising. I have provided advice on a multitude of investments, life insurance, and disability coverage throughout my career.
When asked why Focused Financial Planning? There are many reasons, but my top are:
To contact us regarding investments, life insurance or disability personally or through a group, please call (902) 892-9186 or click on the link to email.
Richard is a third-generation financial broker with over ten years of experience advising families, retirees and business owners.
With a background in both the military and customer service, he has a disciplined approach to achieving goals and providing appropriate solutions.
Richard also serves on a national committee with Advocis, The Financial Advisors Association of Canada. You can reach Richard at 902-370-3030.
Barry J. Hogan, With a degree in business administration Barry entered the life insurance industry in 1979 with Canada Life. He subsequently attained his CLU in 2000.
Barry is an insurance based planner who specializes in the family and small businesses.
Since joining Focused Financial Planning in 1999 Barry has continued to protect and serve his clients financial needs with a personal touch and in depth knowledge of the insurance industry and products best suited for each indiviual.
Please contact Barry at 892-9186 or click on the link to email.
I began my career in group insurance at a corporate head office in B.C in 2016. I am excited to be back home and a part of the team at Focused Financial Planning and Investia Financial Services!
As the Client Experience Specialist, I will be the voice you hear on the phone and the first face you see in the office. People are my specialty and forming relationships is what makes my job meaningful, so feel free to say hello and let me know your needs -I would be happy to help you in any way possible.
You can reach me at the office by calling (902) 892-9186 or click on the link to email our general inquiry.