When it comes to investing, the only goal that matters is yours. Money is a tool that allows you to have the things you want and need. It's important to define what you are looking to build. From my perspective in building and preserving wealth, the foundation of our conversations will be defined by what is most important to you.
I believe that life should be spent on things that give you purpose and joy. For myself, this includes enjoying my home, enjoying the company of my friends and family, travelling, and a career which adds value to others.
I grew up in the small mountain community of Ryder Lake, B.C. and learned the value of hard work at a young age. My first job was feeding pigs and splitting firewood before school. My active, outdoor lifestyle developed into an athletic scholarship at Truro College in Cornwall, England. In 2011, I moved to Victoria, B.C. to play on Canada's national rugby team. At the same time, I became a self-taught entrepreneur, which made me aware of the value of financial guidance for business owners and the general public. This inspired me to sell my company and pursue my passion to help others define and plan for their unique financial goals.
My goal is to help you have clarity so you can spend your free time on what means most to you. Together, we will construct, implement, and continually review an action plan tailored to your individual objectives
I welcome the opportunity to work alongside the other trusted professionals in your life such as lawyers and accountants. There is never a hard-sell or any pressure to partner with me. If you feel I am not the right fit I can help you find someone who is. I am here to support you, whatever you choose.
- Retirement Income Strategies
- Estate & Legacy Strategies
- Wealth Protection Strategies
- Business Owner Considerations
- Business Retirement Plans
My Personal Interests
- Home Improvement
- Art Museums
Phone NumberClayton Meeres at (250) 652-2075
|Mon||09:00AM - 04:00PM|
|Tue||09:00AM - 04:00PM|
|Wed||09:00AM - 04:00PM|
|Thu||09:00AM - 04:00PM|
|Fri||09:00AM - 04:00PM|
Connect on Social
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Setting your path
We use an established process to help you reach your goals.Learn More