Financial Advisor

I'm located at
1945 B Main St.
Fruitvale, BC

Serving Fruitvale & Trail Areas

Ph:  250.367.4712
Email

 


 

John Merlo

Taking the time to listen and learn about your personal goals and dreams is the approach I take to financial planning before any solutions are recommended.   I strive to build long term, tax efficient financial strategies that are unique to your economic life, always putting your best interests first.

I recognize that everyone’s situation is different and your financial plan must reflect that. Together we will build a plan that will help you reach your financial destination on time, while managing unforeseen risk along the way, ensuring you permanent financial security.

A Certified Financial Planner with an accounting background, I have over sixteen years in the financial services industry.  I have served on the local chapter of the Financial Advisor’s Society of Canada (Advocis), helping other advisors adhere to a high standard of professionalism by providing advanced education opportunities and regular updates.  I spend my spare time volunteering in the community or golfing, hiking, and spending time with our family horses.

As a Kootenay Savings Financial Advisor, I welcome the opportunity to meet with you to discuss your goals and how we can work to achieve them.

 

Mutual funds and securities related financial planning services are offered through Qtrade Asset Management Inc., Member MFDA.