Jason Fear

As a Meridian Investment Advisor, I provide my clients with comprehensive financial planning advice, tailored to their unique needs and circumstances. I help to simplify complex financial situations, while offering clarity and peace of mind for Members.

I’ll take the time to understand your financial situation and goals, before creating a customized financial plan. Together, we’ll monitor and re-evaluate your plan over time, adjusting as needed, when circumstances change.

With over 20 years in the financial industry, I am committed to ongoing education, which allows me to better serve our Members. I hold an Ontario College Graduate diploma in Professional Financial Planning Services, as well as Certified Financial Planner (CFP®) and Responsible Investment Specialist (RIS) designations.

Growing up on a family farm near Belgrave taught me the value of hard work and the importance of taking an active role in my community. In Kincardine, I volunteer with groups such as the Kincardine Scottish Festival, Canadian Cancer Society, Big Brothers Big Sisters, and more.

As a Meridian Investment Advisor and your neighbour, I look forward to meeting you and helping you reach your financial goals. Let’s start planning today.

Your Meridian Private Wealth Team

At Meridian, your financial well-being is supported by a dedicated team. In addition to your trusted advisor, Jason and Jacob, who work closely together as your Private Wealth advisory team, you also have access to our Private Wealth Support team.

Whether you have questions about your account, need to book an appointment, or require a statement or tax slip, you can reach out to either Jason or Jacob — they collaborate to ensure you receive seamless, personalized service.

Contact us

• Monday to Friday, 8:30 a.m. to 5:00 p.m.
• (905) 988-4055
• Toll-Free: 1 (833) 701-0707

CIRO Advisor Report

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