Jeff Meier has joined our team as an Estate Planning Advisor for Southwestern Ontario, working from the Steele Wealth Management location in Waterloo. Jeff’s passion and enthusiasm, coupled with his experience and knowledge of our business make him an excellent addition to our team. Jeff will work with our clients seeking estate planning advice and/or insurance solutions.
After an exciting career with the Canadian Forces, Jeff passionately pursued his interest in the financial services industry. After 2 years working corporately at a Canadian financial services company, he focused his energies within the insurance and estate planning areas for the past 15 years. Most recently, Jeff managed the Insurance, Estate and Group Benefits Division within one of the larger branches at a major independent Canadian financial institution.
Using his extensive industry knowledge, Jeff develops customized personal and corporate financial road maps for professionals, small businesses, and corporations seeking effective tax reduction, retirement planning and estate planning solutions, designed to minimize taxes and maximize personal and corporate asset and income positions.