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Eric Rowe

RIS

Investment Specialist

Mutual Funds Investment Specialist

Meridian Credit Union

Aviso Wealth

As an Investment Specialist, I aim to help Meridian Members to understand their relationship with money, while preparing for their unique financial needs at each stage of life. Beyond working with numbers, I take pride in building trusted relationships with Members, helping them invest their time and money in the things they value most. 

Whether you’re saving for your children’s education, planning for retirement, or your dream to travel the world, your goals deserve personalized financial advice. I look forward to meeting you, learning about your goals, and building a personalized plan to help you reach them. 

My life-long commitment to saving and investing goes back to my first savings goal: a hockey stick, which I bought with savings from my paper route. Today, I remain committed to ongoing education in the field. I currently hold the designation of Responsible Investment Specialist (RIS) and I’m working towards my Personal Financial Planning (PFP) designation.

My own financial goals include travelling across Canada and camping at each provincial park. I look forward to meeting you. Together, we’ll build a trusted partnership that helps you grow your confidence while reaching your unique financial goals.
 

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

Contact Eric

Telephone

(905) 988-4435


Languages spoken

English