Roman Stadler

Financial planning can be a difficult path to navigate. My specialty is translating the complexities of investing into an easy to understand plan that will help you achieve your personal and financial goals. Whether it is to buy a dream car or to retire comfortably, I can assist you along the way to make your goals a reality.

I have over 22 years of experience in the financial industry and strive to remain current in financial planning. I am a Certified Financial Planner® (CFP), a Registered Retirement Consultant® (RRC) and have completed the Canadian Securities course, as well as the Professional Financial Planning course. Having worked in both the insurance and banking industries has given me the expertise to help you plan for your future.

Living in Beamsville for over 15 years, my family and I have enjoyed being active members of this great community. My wife, two children, and I are involved in local sports such as soccer, Lincoln Leapers, as well as fundraising events to support these and other activities. We also are strongly involved with the Juvenile Diabetes Research Foundation (JDRF).

As a Meridian Senior Financial Planner and your neighbour, I look forward to helping you realize your investment goals. ​

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