Putting you first with a team approach

As Eddy Mejlholm’s client, you will receive timely service and professional advice through his team approach. Eddy’s team members focus on different areas of client service, so you get the expert assistance you need when you need it.

Eddy Mejlholm, CFP®, CIM, FCSI

Portfolio Manager & Wealth Advisor

604-316-0714 | LinkedIn

Wealth Management Services Team

Helping you manage your investments is just one way Eddy can help you manage your overall financial concerns. In addition to investing and money management, he offers assistance with financial planning, insurance strategies, and Wills and estates.

Financial planning

Depending on your needs, Eddy can provide a financial plan designed to help you build your financial future or, if you have more complex needs, an in-depth financial plan that leaves no stone unturned.

Will and estate consultation

A professional Will & Estate Consultant works closely with Eddy to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your Will and estate consultation, you will receive a report outlining various estate-planning opportunities for you to explore in further detail with your own lawyer or accountant.

Insurance strategies

A highly qualified Insurance Specialist works with Eddy to help you create and preserve your wealth. Eddy follows a comprehensive process to assess your needs and, if appropriate, recommends tax-exempt insurance products that will help you achieve your wealth management objectives.

Professional network

Eddy also offers access to a network of professionals such as lawyers and accountants to help ensure that the various issues related to the management of your wealth are properly addressed. If you have existing relationships with professionals in these areas, Eddy would be pleased to work together with them.