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Why Us
Key Areas of Focus
About Mooney Lane & Associates
Our Vision
Our Team
Our Approach
8 Step Client Process
Specialized Wealth Strategies
Integrated Net Worth Model
Investing
Investment Philosophy
Private Debt & Real Estate
Unified Managed Accounts
Other Investment Options
Is My Money Safe?
Insights
Contact
Client Login
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Abbotsford
Abbotsford
Head Office
Mon - Fri 8:30am-4:30pm
1-604-743-4480/ 1-844-743-4480
Mon - Fri 8:00am-5:00pm
1-877-588-6822
Client Protection
Customized Solutions
Schedule a Call
Home
Why Us
Key Areas of Focus
About Mooney Lane & Associates
Our Vision
Our Team
Our Approach
8 Step Client Process
Specialized Wealth Strategies
Integrated Net Worth Model
Investing
Investment Philosophy
Private Debt & Real Estate
Unified Managed Accounts
Other Investment Options
Is My Money Safe?
Insights
Contact
Client Login
Upcoming Events
Team / Frame Style
Personnel 3 Columns
Nelson Mooney
CIM,CFP, RRC, EPC
Senior Investment Advisor
Chartered Investment Manager
Portfolio Manager
1-604-743-4476
[email protected]
Dawn Lane
EPC, CFP, CLU, RRC, CIM
Senior Investment Advisor
1-604-743-4484
[email protected]
Brittany Newman
Executive Assistant to Dawn Lane
[email protected]
Colleen Guirr
Executive Assistant to Nelson Mooney
[email protected]
Cassandra Converse
Administrative Assistant
[email protected]
Personnel 3 Columns
Without Excerpt
Nelson Mooney
CIM,CFP, RRC, EPC
Senior Investment Advisor
Chartered Investment Manager
Portfolio Manager
Dawn Lane
EPC, CFP, CLU, RRC, CIM
Senior Investment Advisor
Brittany Newman
Executive Assistant to Dawn Lane
Colleen Guirr
Executive Assistant to Nelson Mooney
Cassandra Converse
Administrative Assistant
Personnel With Carousel
Nelson Mooney
CIM,CFP, RRC, EPC
Senior Investment Advisor
Chartered Investment Manager
Portfolio Manager
1-604-743-4476
[email protected]
Dawn Lane
EPC, CFP, CLU, RRC, CIM
Senior Investment Advisor
1-604-743-4484
[email protected]
Brittany Newman
Executive Assistant to Dawn Lane
[email protected]
Colleen Guirr
Executive Assistant to Nelson Mooney
[email protected]
Cassandra Converse
Administrative Assistant
[email protected]
Divider, Excerpt, Social icon can be disabled
Personnel With Carousel
Nelson Mooney
CIM,CFP, RRC, EPC
Senior Investment Advisor
Chartered Investment Manager
Portfolio Manager
Dawn Lane
EPC, CFP, CLU, RRC, CIM
Senior Investment Advisor
Brittany Newman
Executive Assistant to Dawn Lane
Colleen Guirr
Executive Assistant to Nelson Mooney
Cassandra Converse
Administrative Assistant