Bobby McMann

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As a Senior Financial Planner with Meridian, I focus on building personal relationships and discovering what’s important to you and your family. Everyone has unique short-term and long-term financial goals. I spend time with you to identify your particular goals and create a personalized plan to help you achieve them. We then review your plan together on a regular basis and update it as your life situation and goals evolve.

I’ve been in the industry for more than 10 years and have obtained my Personal Financial Planner (PFP) designation. I continue to enhance my knowledge with courses and study market conditions closely so I can provide the best advice possible. Throughout my career so far, I have worked with many individuals and families, helping them navigate the ups and downs of life with financial confidence.

My wife and I currently reside in Sauble Beach. We enjoy exploring this beautiful area with our little girl. Outside of work, I still enjoy playing hockey and getting out to the golf course when possible. I have volunteered at local hockey and golf events and coach various sports teams.

As your Senior Financial Planner and neighbour, I look forward to getting to know you and providing tailored solutions to help you achieve your investment goals.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.