Robyn Meredith, CFP®, CIM®
Senior Wealth Advisor
I’ve been a wealth advisor for more than 20 years. In that time, I've learned that the best financial decisions aren't the most sophisticated ones - they're the ones you can actually live with.
Before I invest a dollar, I require a financial plan for you. That means understanding what you own, what you owe, what you're trying to do, and what it will realistically cost to get there, so when we do invest, you'll know exactly why.
That approach matters most at life's inflection points - a divorce, a death, a succession, a retirement. If you're at one of those moments or heading towards one, that's exactly where I do my best work. I approach every conversation plainly and practically.
My first job was a paper route delivering the Toronto Star—up before dawn, responsible for my own customers, and learning quickly that trust is built by doing what you said you’d do. That’s still how I run my practice: direct conversations, transparent fees, and calls returned.
Outside the office, I'm spend time with my family enjoying this amazing city and beautiful province. At home, I'm a rabid sports enthusiast, a cook of middling ambition and my biggest indulgence is a book I can't put down. I coordinate the pizza lunch at my son's school - 600 slices every Monday. I also believe a good financial plan should make your life feel bigger. I'm here to make that happen.
Robyn Meredith, CFP®, CIM®
Senior Wealth Advisor
I’ve been a wealth advisor for more than 20 years. In that time, I've learned that the best financial decisions aren't the most sophisticated ones - they're the ones you can actually live with.
Before I invest a dollar, I require a financial plan for you. That means understanding what you own, what you owe, what you're trying to do, and what it will realistically cost to get there, so when we do invest, you'll know exactly why.
That approach matters most at life's inflection points - a divorce, a death, a succession, a retirement. If you're at one of those moments or heading towards one, that's exactly where I do my best work. I approach every conversation plainly and practically.
My first job was a paper route delivering the Toronto Star—up before dawn, responsible for my own customers, and learning quickly that trust is built by doing what you said you’d do. That’s still how I run my practice: direct conversations, transparent fees, and calls returned.
Outside the office, I'm spend time with my family enjoying this amazing city and beautiful province. At home, I'm a rabid sports enthusiast, a cook of middling ambition and my biggest indulgence is a book I can't put down. I coordinate the pizza lunch at my son's school - 600 slices every Monday. I also believe a good financial plan should make your life feel bigger. I'm here to make that happen.