Online banking
Financial Planning Specialists
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Keith Augustine CFP, CMA, FCSI, TEP Branches: • Ancaster • Hydro Place • Trinity Square |
Mary Stanley-Beitz PFP Branches: • Kincardine • Port Elgin • Hanover |
Susan Brooks CFP,CSA, FMA Branches: • Kipling • Clarkson |
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Andrew Dedousis CFP, HBA Branches: • Speedvale • Stone Square |
Brian Emery CFP, FMA, PFP Branches: • Orangeville • Fergus • Orillia |
Michele Hendriks BA, CFP, FMA Branches: • Lake Street |
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David Kat CFP Branches: • Fonthill • Port Colborne • Wainfleet • Welland |
Elaine R. Kelly CFP, FMA, PFP Branches: • Vineland • Grimsby • Beamsville |
Greg Kennedy TEP, SRI Branches: • Pickering • Morningside • Whitby • Darlington • Ellesmere |
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Joanne Kyne CFP, FMA Branches: • Portage • Drummond • Stevensville • Kalar • Fort Erie |
Susan O'Neill CFP, FMA, EPC Branches: • Niagara-on-the-Lake |
Beth Simmt CFP, FMA, FCSI Branches: • Grantham • Pendale • Ridley |
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Michael Tsang CFP, FMA, CSA Branches: • Richmond Hill • Aurora |
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Keith Augustine CFP, CMA, FCSI, TEP Branches: Ancaster , Hydro Place, Trinity |
905-304-6838 keith.augustine@meridiancu.ca |
We all have financial goals. Some involve
saving for retirement. Others have to do with settingaside money for a child's education.
Whatever your goals, they require financial ability. For 30 years I have provided
financial and estate planning advice and my passion remains high. In addition, as
a Credential Asset Management Inc. Mutual Funds Investment Specialist, I am able
to offer you a wide array of investment products and services tailored specifically
to build your customized portfolio.A graduate of Wilfrid Laurier University, I am a Certified Financial Planner (CFP), Certified Management Accountant (CMA), a Fellow of the Canadian Securities Institute (FCSI) and a Trust and Estate Practitioner (TEP).
Meridian is deeply committed to the concept for neighbourhood banking, which is one of the
reasons I am so very proud to work here. I believed in giving back to my community so I serve on the Board of the Estate Planners Council of Hamilton and have previously volunteered with several organizations, including the Canadian Association of Gift Planners and Victorian Order of Nurses Foundation.
My experience and commitment will ensure that you'll receive straightforward advice you can trust on investments, tax issues, pensions plus retirement and estate planning. I look forward to talking to you about all the ways Meridian can help you live and retire well.
Available Videos:
Keith discusses aspects of financial planning and provides additional input.
• Estate planning
• Personalized service
• Financial coaches that put you first
• Let's get started
• Reduce taxes
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Mary Stanley-Beitz PFP Branches: Kincardine, Port Elgin, Hanover |
519-395-3122 1-877-833-8522 mary.stanley-beitz@meridiancu.ca |
With over 22 years of experience
in providing sound financial advice, I'm happy to help you achieve your financial
goals. As a financial Coach, I can provide a customized strategy, tailored to the
evolving needs of you and your family.As a Credential Asset Management Inc. Mutual Funds Investment Specialist, I can also provide you with a wide range of investments products and services to help you build your portfolio. I will take the time to listen and understand your needs. My personal commitment to you and your dreams will help them become a reality.
A passionate supporter of our community, I serve on the Board of Directors and Executive of
Soundsation, a non profit organization committed to promoting youth music opportunities.
I look forward to talking to you about the many ways Meridian can help you build your finances and your life goals. The journey is smoother when all your financial solutions work in harmony.
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Susan Brooks CFP, CSA, FMA Branches: Kipling, Clarkson |
416-231-3268 ext. 2113 susan.brooks@meridiancu.ca |
Having the right plan in place for your retirement
is extremely important. It is also complicated, and often daunting. Same story with
setting aside money for your kids' education, or even just laying the groundwork
for a dream vacation. I can help. My job is to give you high-quality unbiased investment
advice and it is something I take extremely seriously.I am a firm believer in continuous improvement, and have committed myself to expanding my knowledge and skill set. That's why I obtained my Certified Financial Planner (CFP) designation, the Canadian Securities Course, and Wealth Management Techniques. I earned my Financial Management Advisor designation and most recently the Certified Senior Advisor title.
One of the reasons I love working for Meridian is our shared commitment to neighbourhood
banking. I currently live in Mississauga and enjoy participating in the Cancer Society, Heart and Stroke Foundation and Sick Kids Hospital. Prior to moving to Mississauga I lived in the South Etobicoke for 20 years and am still very involved in this community including many areas of the Dorothy Lay Hospice.
As a financial planner and your neighbour, I look forward to meeting you to talk about how Meridian can help you get the most out of your money.
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Andrew Dedousis CFP, HBA Branches: Speedvale, Stone Square |
519-822-1072 ext. 2062 andrew.dedousis@meridiancu.ca |
Life is a journey full of dreams and aspirations.
I take it as my responsibility to listen to what is most important to you and ensure
that I help bring together the necessary experts to help achieve your vision and
goals. Whether planning for long term retirement, starting a children's education
fund or helping with the day-to-day coaching it is important to stay in touch and
to develop a plan for achieving those important goals.What I enjoy most is the opportunity to help others develop a strategic plan that is understandable and to encourage participation in the decision making process. I graduated from the Western Business School in 1995 and received my CFP designation in 2005.
I consider Guelph to be the perfect place to raise a family and take part in many community activities such as the Rick Hansen Wheels in Motion Annual Event and attending events such as the Guelph Awards of Excellence and the Women of Distinction as a member of the Meridian Credit Union. The culture and philosophy of the Meridian Credit Union allows each employee the unique opportunity to make a key difference and have a dramatic impact during every stage of Members' lives.
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Brian Emery CFP, FMA, PFP Branches: Orangeville, Fergus, Orillia |
519-362-6832 brian.emery@meridiancu.ca |
Having the right plan in place for your retirement
is extremely important. It is also complicated, and often daunting. Same story with
setting aside money for your kids' education, or even just laying the groundwork
for a dream vacation. I can help. My job is to give you high-quality unbiased investment
advice and it is something I take extremely seriously.My involvement in the financial service field spans 3 decades. During that time my focus has been on improving my ability to provide superior advice by listening carefully to Members and ensuring I have the up-to-date accreditations required to maintain a top set of skills. That's why I value my Certified Financial Planner, Financial Management Advisor and Personal Financial planner designation. It's also why I continue to upgrade my education annually with various CSI courses and am a member of the Financial Planners Standards Council.
Since joining Meridian I have come to fully embrace our reinvention of neighbourhood banking. As part of that I am actively involved in several activities in Orangeville including serving as Past President of the Curling Club, Past Chairman of the Industrial Lands Committee and co-chairing various charitable golf events.
My experience and education will ensure that you'll receive straightforward advice you can trust on investments, tax issues, pensions, and retirement planning. I look forward to talking to you about all the ways Meridian can help you live and retire well.
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Michele Hendriks BA, CFP, FMA Branches: Lake Street |
905-937-7111 ext. 3419 michele.hendriks@meridiancu.ca |
Leaving your dreams and aspirations to chance is a high-risk
approach to life. As a Meridian Financial Planning Specialist, I believe it is important
to have a plan in place before you can achieve your personal/financial goals. Whether
you're saving for that dream vacation or simply planning for a comfortable retirement,
you can count on me to guide you in the right direction. Furthermore, as a Credential
Asset Management Inc. Mutual Funds Investment Specialist, I can offer a wide array
of investment products and services to compliment the plan and to help build a custom
portfolio.A graduate of Brock University and Mohawk College, I work hard to expand my knowledge. I have completed the Canadian Securities Course and Professional Financial Planning Course, and have earned two professional designations – Certified Financial Planner (CFP) and Financial Management Advisor (FMA).
Living in St. Catharines, I am proud to work for Meridian Credit Union. We share the same commitment to community. I am a proud supporter of several charitable causes including Women's Place, the United Way and the annual Rankin Run. My favourite time is the time I spend with my husband and three kids. A close second? The time I spend with my extended family – Meridian Members. I enjoy what I do!
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David Kat CFP Branches: Fonthill, Port Colborne, Wainfleet, Welland |
905-892-2628 ext. 3909 david.kat@meridiancu.ca |
I recently read the comment that life consists not in holding
good cards but in playing those you hold well. It made sense to me and provides
some insight into how I view my role in the lives of our Members. As a Financial
Planning Specialist, I work with people to develop a plan built just for them. Bringing
knowledge and experience married with a full range of investment solutions to the
table, I help Members play their cards so their individual plans can be realized.My financial planning expertise has been honed during 15 years in the business. I earned my Certified Financial Planner (CFP) designation in 1999, hold a Honours B.A. in Economics, and continually upgrade my capabilities through industry-sponsored education.
One of the reasons I love working for Meridian is our shared commitment to our local communities. I enjoy participating in community charity events in the Niagara region including the Rankin Run for Cancer, Fonthill Bandshell Concert in the Park, as well as Communities in Bloom clean up events.
Covering the Fonthill, Welland, Wainfleet and Port Colborne area has helped me understand the unique financial needs of our Members and that no single solution will fit all situations. My goal is to help you get from A to B, by navigating the obstacles and taking advantage of the opportunities along the way.
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Elaine R. Kelly CFP, FMA, PFP Branches: Vineland, Grimsby, Beamsville |
905-562-7373 elaine.kelly@meridiancu.ca |
You can't direct the wind, but you can adjust
your sails.' Let Meridian help you navigate through financial storms. If you are
a farmer, business-owner, professional or individual in Vineland, Beamsville or
Grimsby, I can help you achieve financial security.With nearly 20 years experience as a Financial Planner, you can count on me to provide sound, unbiased investment advice, full fee disclosure, and solutions tailored to you. As a Credential Asset Management Inc. Mutual Funds Investment Specialist, I can provide a wide range of products and services including socially responsible investment alternatives. I am friendly, knowledgeable, empathetic, and can explain complex ideas clearly.
I completed the Ivey Business School's MBA and earned the industry's Certified Financial Planner (CFP) and Financial Management Advisor (FMA) designations. To help people understand charitable giving options, I authored the book Give Smart: How to make a Dramatic Difference with your Donation Dollar.
Living in Grimsby with my husband and three daughters, I have volunteered in the Meridian United Way campaign and enjoy tennis, golf, and family holidays.
My experience and education will ensure that you'll receive advice you can trust on investments, tax issues, pensions, and retirement planning. I look forward to talking to you about how Meridian can help you live and retire well.
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Greg Kennedy TEP, SRI Branches: Pickering, Morningside, Whitby, Darlington, Ellesmere |
905-831-1122 greg.kennedy@meridiancu.ca |
Many of the things that matter most to us require
a savings and investment plan to make them happen, and that's where I come in. With
nearly 20 years in the financial services industry, you can count on me to provide
the sound, unbiased investment, estate and business succession planning advice to
help you reach your financial goals.We all have financial goals. Some involve saving for retirement. Others have to do with setting aside enough money for a child's education. Maybe it's a trip to Mexico, or a new car.
I am a registered Trust and Estate Practitioner with the Society of Trust and Estate Practitioners and is certified Socially Responsible Investment Specialist (SRI). I love living in Newmarket, and am particularly to proud to work for a company like Meridian Credit Union, which shares the same commitment to community that I have. I am a Director of the Newmarket Rotary Club and an active member of the Planned Giving Committee, Rouge Valley Health System Foundation.
At Meridian, we're reinventing neighbourhood banking and offering our Members the best in
personalized service. As a financial planner and your neighbour, I look forward to meeting you
to talk about how Meridian can help you get the most out of your money and ensuring your legacy fits your dreams.
Available Videos:
Greg discusses aspects of financial planning and provides additional input.
• Your annual plan review
• Financial coaches that put you first
• Early retirement planning
• Sound, objective advice
• Let's get started
• A holistic approach
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Joanne Kyne CFP, FMA Branches: Portage, Drummond, Stevensville, Kalar, Fort Erie |
905-356-2275 joanne.kyne@meridiancu.ca |
Many of the things that really count in life
require a well thought-out financial plan to make them happen, and that's what I
do – help people think and plan. Our Members count on me to provide the clear,
unbiased investment advice you need to help you reach all your financial goals.
As a Credential Asset Management Inc. Mutual Funds Investment Specialist, I can
also deliver an impressive number of investment products and services to help you
create an effective program.
I am a big believer in continuous improvement, and have worked hard to grow my skills
to serve and advise you better. As a Bachelor of Science graduate of Dalhousie University,
I completed the Canadian Securities Course, the Professional Financial Planning
Course, and the Wealth Management Course, all with honours. In addition, I have
earned the Certified Financial Planners (CFP) designation and the Financial Management
Advisor (FMA) designation.
At Meridian, we're reinventing neighbourhood banking and offering our Members the
best in
personalized service. As your financial planner and your neighbour, I look forward
to meeting you to talk about how Meridian can help you get the most out of your
money.
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Susan O'Neill CFP, FMA, EPC Branches: Niagara-on-the-Lake |
905-468-2131 susan.oneill@meridiancu.ca |
Success in any area of life requires planning
and I have the pleasure of helping people achieve financial success in my role as
a Financial Planning Specialist at Meridian Credit Union. Our members count on me
to provide the clear, unbiased financial planning and investment advice that they
need to reach their financial goals. As a Credential Asset Management Inc. Mutual
Funds Investment Specialist, I am able to offer you a wide array of investment products
and services from which to build your portfolio.With over 15 years in the investment industry, I work hard to keep my skills and information
current in order to advise and serve you better. I have completed the Canadian Securities Course, The Professional Financial Planning Course and the Wealth Management Techniques Course among others and have earned the Certified Financial Planner (CFP), Financial Management Advisor (FMA) and Elder Planning Counsellor (EPC) designations.
I enjoy volunteering in the Niagara area with the Teen Esteem program and with It's Everybody's Business – a local Stop Family Violence initiative.
I am proud of Meridian's commitment to reinventing neighbourhood banking and to offering our Members the best in personalized service. I look forward to the opportunity to show you how my knowledge, skills and experience combined with the quality investment products that we offer can help you reach your financial goals.
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Beth Simmt CFP, FMA, FCSI Branches: Grantham, Pendale, Ridley |
905-934-9241 ext. 3215 beth.simmt@meridiancu.ca |
Success in any area of life requires planning
and I have the pleasure of helping people achieve financial success in my role as
a Financial Planning Specialist at Meridian Credit Union. Our Members count on me
to provide the clear, unbiased financial planning and investment advice that they
need to reach their financial goals. As a Credential Asset Management Inc. Mutual
Funds Investment Specialist, I am able to offer you a wide array of investment products
and services from which to build your portfolio.With over 29 years in the investment industry, I work hard to keep my skills and information current in order to advise and serve you better. I have completed the Investment Funds in Canada Course, the Canadian Securities Course, and the Certified Senior Advisor course among many others. I have earned three designations: the Certified Financial Planner (CFP), Financial Management Advisor (FMA) and Fellow of the Canadian Securities Institute (FCSI), which is awarded to professionals who have achieved unrivalled knowledge and represent the highest ethical values.
One of the reasons I love working for Meridian is our belief in neighbourhood banking. I believe passionately in being part of the community, and am actively involved with important causes such as the annual Rankin Run.
I am proud of Meridian's commitment to offering our Members the best in personalized service. I look forward to meeting you to discuss how my knowledge, skills and experience, combined with the quality investment products that we offer, can help you reach your financial goals.
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Michael Tsang CFP, FMA, CSA Branches: Richmond Hill, Aurora |
905-882-5225 michael.tsang@meridiancu.ca |
Whatever your particular dream – a child's
education, a secure retirement or a lasting legacy – you need the best possible
investment advice, and that's where I come in. As a Meridian Financial Planning
Specialist, helping people achieve their financial goals is what I do. And as a
Credential Asset Management Inc. Mutual Funds Investment Specialist, I can also
provide you with a wide array of investment products and services to help you build
your portfolio.A BCom graduate of the University of Toronto degree I am also a Certified Financial Planner with the Financial Planners Standards Council. In addition, I was extremely proud to earn CSI's Financial Management Advisor (FMA) designation, which qualifies me to handle complex wealth management issues and counsel high-net-worth clients. I believe in continually enhancing my skills in order to better serve Meridian Members and Credential Asset Management clients and also received my Certified Senior Advisor designation.
My family moved to Markham from Toronto in 2005. I love being a part of this community. I enjoy golfing with friends and clients and am the head activity organizer in my local church.
At Meridian, we're reinventing neighbourhood banking and offering our Members the best in personalized service. As your neighbour, I look forward to chatting about how Meridian can help you get the greatest mileage from your investments.
