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Clayton Meeres, Financial Advisor

FINANCIAL ADVISOR
Clayton Meeres

3218 Jacklin Road, Suite 106, Victoria, BC V9B 0J5opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement income strategies
  • Estate and legacy strategies
  • Wealth protection strategies
  • Business owner considerations
  • Business retirement plans

About Clayton

Frustrated with high taxes? Worried about rising costs in retirement? Unsure how to more effectively include real estate in your wealth strategy?

You’re not alone. Many Canadians face these challenges and too often, real estate—one of their largest assets—is simply a line item on their net worth statement rather than a key component of their financial strategy.

When is the best time to connect?

The best time to connect is if you’re five or less years from retirement or already retired, or if you have ever found yourself thinking one of the following...

- I no longer feel comfortable with the complexity of...

Work History

  • Edward JonesAugust 2020 to Current

Personal Interests

  • Gardening
  • Home Improvement
  • Archery
  • Art Museums
  • Chess

Team Members

  • Azwad Bin Karim
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(250) 391-1308

Fax

(877) 335-9433

Office Address

3218 Jacklin Road
Suite 106
Victoria, BC V9B 0J5opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

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

Learn More