Ilija Knez

When building an investment plan for you and your family, it’s important to consider many goals simultaneously, which can sometimes mean having to make trade-offs. When I help Members build their investment plans, we start with some basic questions:

Are you currently on track to achieve your financial and investment goals?
Is your plan maximizing tax strategies?
Is your portfolio properly diversified?
What is your long-term care plan for yourself?
Are you maximizing government grant money to help pay for your children’s education?
Do you have a Will and Power of Attorney in place?
What do you want to concentrate on in the coming years?

As Meridian Financial Planner, I will help you to answer all these questions and many more. I started working in the financial industry more than a decade ago. During that time I've gained experience in wealth management, investment planning, retirement planning and mortgages.

I hold a Personal Financial Planning designation (PFP), as well as a university degree in Economics and continue to educate myself through other industry related courses.

In my free time, I explore the beautiful walking paths and parks in Grimsby with my family. We also love to travel to far-away destinations around the world.

Based at Meridian’s Grimsby branch, I look forward to meeting you and helping you on your financial journey.

CIRO Advisor Report

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