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Our Firm

S.M. McMahon Financial / Dundee Securities Corporation's concept of no commission, fee-based advice is simple. We believe in providing transparency of our fees through full and plain disclosure of all portfolio expenses. In our opinion, there should be a direct link between the advice you receive and our compensation. Through the use of Dundee's Summit program, we believe our clients' interests are put foremost when we are compensated independently of the investments we choose to place in a portfolio or the number of transactions needed to manage your account.

Shane McMahon, CFP
shane@mcmahonfinancial.com

Shane has been in the financial services industry and a member of Advocis since 1990. He obtained the Certified Financial Planner designation in 2000.

Shane’s expertise is found in his innovative financial planning solutions for business owners and senior executives.

Over the last 16 years, Shane has acquired a reputation for a well balanced and disciplined approach to helping his clients reach their financial and lifestyle objectives.

Scott Keast, B.Comm., CFP
scott@mcmahonfinancial.com

Scott has been in the financial services industry since 1997. Scott received his Bachelor of Commerce degree from the University of British Columbia in 1995 followed by the Certified Financial Planner designation in 1999.

The primary focus of Scott’s role is to provide an integrated investment management process to our clients' financial plans.

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