JP Mehanna

Managing your wealth is becoming more complex and your success depends on the right partnerships. As your trusted Meridian Senior Financial Planner, I believe there are three keys to ensuring we can work together to develop the goals-based investment plans and retirement income opportunities that are right for you.

First, I’ll work to be knowledgeable about you and your family situation. And I’ll ensure that I fully understand what you want your money to do for you. Second, I’m your guide when you need me. I’ll help you navigate the many choices you have with your money and show you how to diversify your portfolio to maximize gains in a tax-smart way.

Third, it’s all about you. I want to work with you to create a personalized strategy that we follow and monitor closely, so that you can maintain your lifestyle and enjoy a comfortable retirement.

I have over 20 years in the financial services and investment industry. I earned my Bachelor of Commerce degree from St. Mary’s University in Halifax, NS. I also hold the Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®) and Personal Financial Planner (PFP®) designations, and I am a Fellow of the CSI (FCSI®).

I live in Ajax with my wife and sons, and I am passionate about training young athletes to maximize their talent in their selected sport.

I look forward to furthering my relationships with Meridian Members within the Durham community and speaking with you soon about how I can help you achieve your goals.

CIRO Advisor Report

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