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Jackson Wittig

Jackson Wittig

CFP, RIS, B. Comm Acct

Senior Financial Planner

Investment Advisor

Meridian Credit Union

Aviso Wealth

Life is exciting, but it can also be complicated and change in a moment. As your Financial Planner, I work with you to be ready for change, so you’re confident and prepared to adapt. I take a holistic approach to understanding your goals and aspirations, which may include buying a dream home, marriage or estate planning for your heirs. I am passionate about tailoring in-depth plans for each of my Members and I look forward to sharing that passion with you.

I am a graduate of the University of Guelph, holding an Honours Bachelor of Commerce with a concentration in Accounting. I remain committed to furthering my education and I attend regular industry workshops and have completed my Certified Financial Planner designation.

Born and raised in the Niagara region, I have been able to enjoy everything this area has to offer. I am passionate about giving ba ck to the region that’s given me so much. I coach high school rowing. As a past high school and varsity rower myself, I know full well the impact volunteers can have on young athletes aspiring to succeed. I also volunteer at various functions throughout the year with Alzheimer ’s Niagara, Heart and Stroke and the Canadian Cancer Society.

As your Meridian Financial Planner and community partner, my measure of success is helping you achieve your financial goals a nd dreams. I sincerely look forward to working with you to make them a reality.

CIRO Advisor Report

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

Contact Jackson

Telephone

289-241-0074

Home branches for Jackson


Languages spoken

English