Paula Meier Associates
5/5
Opening at 9:00 am
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Details & Description
A full service financial planning firm offering mutual funds GICs RRIFs RRSPs LIRAs TFSAs tax return preparation and financial plans. We specialize in retirement and estate planning. Mutual Fund Dealer, Sterling Mutuals Inc.

Paula Meier began her career in 1972 with Investors Group and remained with them for 14 years becoming a well established investment professional. She then decided to become an independent and started up Paula Meier Associates in 1986, brought her daughter Michele into the business and opened up her first office on Bridge Street in Campbellford. Both Paula and Michele completed their CFP designations (Certified Financial Planner) together in 2002. Paula retired in 2015 and Michele continued on in their business. Michele is also a CEA, Certified Executor Advisor assisting clients in understanding how to ensure their Estates are well prepared and an RIS Responsible Investment Specialist. Our office is honored to provide professional guidance and a friendly demeanor along with a staff that are informed and responsive. Our goal is a lasting, valued relationship with each client. Alexis Phillips CFP works with Michele and provides mutual fund advice through Sterling Mutuals Inc. more... See more text

Products and Services

  • Financial Planning Consultant,

Languages Spoken

  • English,
Location
23 Doxsee Ave N, Campbellford, ON K0L 1L0
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Opening Hours *Holiday hours

Monday
Tuesday
Wednesday
Thursday
Friday
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Methods of Payment:

  • Wire Transfer

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    Tessa Bell-Siebenga
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    I love this company. They know their field and are thoughtful.

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