Business Details
50+ Years
experience
Your Trusted Financial Partner in St. John's
Facey Financial has been delivering sound financial advice for over 40 years, rooted in a deep understanding of family and business needs. Our approach combines decades of experience with a personalized process designed to help clients save, grow, and protect their assets. We prioritize long-term relationships, emphasizing transparency, integrity, and tailored strategies to navigate financial complexities.Our team of certified professionals is committed to providing timely, actionable advice while fostering trust through consistent, client-centric service. With a focus on Atlantic Canada, we blend local insight with global expertise to empower clients in achieving their financial goals.
Services
Asset Management
Investment Planning
Insurance
Financial Planning
Retirement Planning
Details
- Year established: 1973
Highlights and features
- We offer 40+ years of experience in financial planning and investment management.
- Our team prioritizes client needs through personalized, transparent financial strategies.
- We specialize in protecting and growing wealth for families and businesses.
- Our process ensures clarity and alignment with your long-term financial goals.
- We are deeply committed to serving Atlantic Canada's financial needs.
Associations and certifications
- Certified Financial Planner (CFP)
- Million Dollar Round Table
Services
Asset Management
Our asset management services focus on creating tailored investment strategies to grow and preserve your wealth. We analyze your financial goals, risk tolerance, and market trends to build diversified portfolios. With ongoing monitoring and adjustments, we ensure your investments align with your long-term objectives while minimizing volatility.
Investment Planning
Investment planning involves designing customized strategies to meet your financial aspirations. We evaluate your current assets, income, and future needs to recommend optimal investment vehicles. Our approach emphasizes disciplined portfolio management, tax efficiency, and risk mitigation to maximize returns while safeguarding your capital.
Insurance
Our insurance solutions protect your financial foundation against unforeseen events. We assess your coverage needs, including life, disability, and critical illness insurance, to ensure your family and assets remain secure. By partnering with trusted providers, we deliver policies that balance affordability with comprehensive protection tailored to your circumstances.
Financial Planning
Comprehensive financial planning addresses your short- and long-term goals through strategic budgeting, savings, and investment plans. We help you navigate major life events, retirement, and estate planning while optimizing tax and legal structures. Our holistic approach ensures every financial decision contributes to your overall security and growth.
Retirement Planning
Retirement planning ensures you can maintain your desired lifestyle after leaving the workforce. We develop strategies to maximize pension benefits, manage withdrawals, and minimize taxes. By projecting future expenses and income sources, we create a roadmap to achieve financial independence and peace of mind in your retirement years.
People
Chris Facey
Certified Financial Planner
With over 40 years of experience, Chris Facey specializes in financial planning and investment management. He prioritizes client needs, emphasizing integrity and long-term relationships. His expertise in navigating economic uncertainties has earned him recognition as a Life Member of the Million Dollar Round Table.
Sandra Ryan
Advisor Associate
Sandra Ryan focuses on personalized financial solutions, combining her passion for numbers with client-centric service. She values transparency and continuity, ensuring clients receive consistent support tailored to their unique circumstances. Her dedication to financial education enhances client trust and satisfaction.
Doug Facey
Compliance Officer
Doug Facey ensures regulatory compliance while maintaining Facey Financial's commitment to ethical practices. His attention to detail guarantees clients receive accurate, rule-abiding financial plans. A sports enthusiast, he applies teamwork principles to uphold industry standards and client trust.
Maxine Downey
Senior Advisor Associate
Maxine Downey brings 25+ years of experience in financial advising, specializing in client relations and process optimization. Her dedication to respectful, personalized service has fostered multigenerational client relationships. She excels in simplifying complex financial concepts for client clarity.
Aaron Facey
Financial Security Advisor
Aaron Facey specializes in insurance and financial security planning. He helps clients navigate uncertainties by creating tailored policies and investment strategies. His focus on education empowers clients to make informed decisions, reducing financial stress and building long-term stability.
Questions
What services does Facey Financial offer?
Facey Financial provides asset management, investment planning, insurance, retirement planning, and comprehensive financial advising tailored to individual and business needs.
How long has Facey Financial been in business?
Facey Financial has delivered financial advisory services for over 40 years, founded in 1973 with a focus on personalized, client-centered solutions.
Do you serve clients outside Newfoundland and Labrador?
Our services are primarily available to residents of Newfoundland and Labrador, ensuring localized expertise and community-focused financial strategies.
What qualifications do your advisors hold?
Our team includes Certified Financial Planners (CFP), members of the Million Dollar Round Table, and professionals with advanced insurance and financial certifications.
How does Facey Financial approach client relationships?
We prioritize long-term partnerships through transparent communication, personalized planning, and continuous support aligned with your evolving financial goals.
Can Facey Financial help with business financial planning?
Yes, we specialize in business financial strategies, including succession planning, risk management, and investment structures to support sustainable growth.
