Healy Financial Planning is a client-focused family business. It is our mission to first get to know you, then develop a financial strategy driven by what’s most important to you and what you hope to achieve. Life is ever-changing, we make a commitment to serve as your trusted financial partner today, tomorrow and for years to come.
Bob has 45 years experience in the financial service industry. In 1983 Bob founded what is now known as Healy Financial Planning. An active member of Advocis, the Million Dollar Round Table, 2014 member of Top of the Table and a major contributor to the Atlantic school, Bob shows endless commitment to the industry. Committed to his own education, Bob has earned a Chartered Life Underwriter and a Chartered Financial Consultant designation. Bob also gives back to his community; sitting on boards, acting as a trustee and volunteering to make the community a better place. Healy Financial Planning is a part of the Wealth and Estate Planning Group; committed to helping businesses and families gain clarity and desired results around their financial goals.
Matt obtained a Bachelor in Business with a major in Economics from Acadia University and has been working with Healy Financial Planning since 2000. Matt became a joint business owner of Healy Financial Planning in 2013 with his brother Rob. Matt has continued his education in the industry through the Canadian Securities Institute and investment forums and seminars sponsored by mutual fund providers. Matt has developed a specialty on the wealth management side of the business and is focused on preserving and growing wealth for their clients. Matt has helped play a role in the development of the Dartmouth Waterfront Trails System and continuously supports many local charity fundraisers such as The Children’s Wish Foundation, Big Brothers Big Sisters, The Canadian Cancer Society, among a few.
Rob has been valuable member of the team at Healy Financial Planning since 2000, shortly after graduating from Acadia University with a degree in Recreation Management. As of 2013 Rob became a joint business owner of Healy Financial Planning with his brother Matt. Rob is a member of Advocis and has continued his education in the industry by annually attending the Mackenzie University and industry sponsored forums. He is a Certified Health Specialist and licensed in Nova Scotia, Newfoundland, Alberta and British Columbia. Rob has developed a specialty on the risk management side of the business and is focused on managing risk for businesses and families. Rob is an annual supporter of The Canadian Cancer Society, the Multiple Sclerosis Society and the IWK Children’s Foundation.
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