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Chantelle Meriam, Financial Advisor

FINANCIAL ADVISOR
Chantelle G Meriam

CFP®, CIM®, FCSI®
5-13604 Victoria Road North, Summerland, BC V0H 1Z5opens in a new window
CallSend Me a Message

Focus Areas

  • Estate and legacy strategies
  • Wealth protection strategies
  • Wealth strategies
  • Retirement savings strategies
  • Retirement income strategies
  • Charitable giving

About Chantelle

Money isn't just about numbers—it's about creating freedom, security, and options in your life. Our approach begins with understanding what truly matters to you, then crafting a strategy that brings clarity to your unique situation.

Over my 19 years in the industry, I have earned the CFP® designation and CIM® designation, allowing me to serve clients with more complex needs. I'm also a Fellow of CSI (FCSI®), an honour reserved for an exclusive group that demonstrate leadership, integrity, and dedication to clients and the industry.

What distinguishes our practice is the level of attention each client receives. We take pride in building...

Work History

  • Edward JonesJanuary 2006 to Current

Education

  • University of British ColumbiaBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Traveling
  • Baking
  • Music

Team Members

  • Somadina Chima-Nnadozie
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(250) 494-7007

Fax

(866) 709-0039

Office Address

5-13604 Victoria Road North
Summerland, BC V0H 1Z5opens in a new window

More to explore

My priorities

What are your priorities?

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Setting your path

We use an established process to help you reach your goals.

Learn More