Jay Cox

Every Member relationship starts by understanding you and what you want to achieve. Knowing your aspirations and challenges, I can focus on what is most important to you. Then together we develop a plan to help you achieve your goals.

For more than 25 years, I have been fortunate to work with families, professionals, non-profit groups and business owners to help them reach their financial goals. From portfolio management and financial planning with a full service brokerage to business banking and branch management, I have broad experience that gives me a unique perspective when considering your needs. My goal is to provide guidance, so you can look after your priorities and your loved ones.

I graduated from Concordia University in Montreal with a major in Economics and earned several accreditations including Certified Financial Planner, Certified Investment Manager and Responsible Investment Specialist.

Being involved in my community is very important to me. I’m proud to have served on Business Associations in Bruce and Grey Counties, including leadership roles with Owen Sound & District Chamber of Commerce, South Bruce Peninsula Chamber of Commerce and the Paisley Business Association. I have also supported minor soccer and minor hockey in a variety of volunteer roles including coach, trainer and various committees. I am currently a member of Toastmasters International.

As Senior Financial Planner with Meridian Credit Union, I look forward to hearing from you and about you.

CIRO Advisor Report

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