Who We Are
Bringing family legacies to life
Our vision for Healy Financial planning is focused on helping families and their communities realize their dreams and enjoy the benefits of their success. Our goal is to help our clients achieve financial security and freedom through sound planning. We are here to answer today’s pressing questions; Will I be able to retire comfortably? Will my kids thrive? How will my business survive current conditions?
We truly believe the planning our clients do with us, allows them to make a difference in their own lives, as well as, the lives of their families. They are most excited about seeing success, capitalizing on opportunities, and they also want to know their planning is a top priority of our firm. Our structured process provides a clear vision of how our clients can best fulfill their primary goal of caring for their families, their businesses and themselves.
We’re excited to start a dialogue, learn about you, and co-create a plan that helps you on the road to success!
Our Team
Bob Healy
Bob is a seasoned financial advisor of fifty-two years. Shortly after graduating from Acadia University in 1970, he began a career with London Life. He established, Robert F Healy Insurance Agency Inc., now known as, Healy Financial Planning. Bob specializes in insurance and estate planning.
Rob Healy
Rob began as a financial advisor twenty-two years ago, following a bachelor’s degree from Acadia University in Recreation Management. He joined the family business at Healy Financial Planning, where his primary focus is to help clients manage and grow wealth while mitigating risk.
Matt Healy
Matt graduated with his bachelor’s degree in Business Administration from Acadia University. Shortly after, he joined his father’s financial planning firm, providing sound investment, tax efficient savings advice, and comprehensive wealth management to his clients.
Tracey Feenstra
Tracey is a graduate of Saint Mary’s University and NSCC. She has over 10 years experience in her professional Executive Assistant role at Healy Financial Planning. She skillfully manages administrative duties and client relations for her colleagues. Tracey, facilitates the smooth operation of the team with her robust knowledge of office management and efficient handling of client inquiries, consultations, and timely access to advisors, as required.