Putting You First With a Team Approach

 

At Mejlholm Wealth Management Group you will receive timely service and professional advice through an integrated team approach. Our team members focus on different areas of client service, so you get the expert assistance you need when you need it.

 

Eddy Mejlholm, CIM, FCSI, CFP

Portfolio Manager & Wealth Advisor

Phone Number604-701-0901
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Email me

Tyler Schulz, CPA, CGA

Associate Advisor

Phone Number604-702-3048
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Email me

Jennifer Regehr, MA

Associate

Phone Number604-701-0906
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Email me

Managing wealth is responsibility

Wealth Management Services Team

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

The RBC Wealth Management Services team works closely with us to provide strategies to help reduce your taxes, plan for your retirement and protect your legacy.  

From comprehensive financial plans to guidance on complex tax and legal issues, this team of highly skilled specialists helps us create an integrated family wealth management strategy, which can be implemented in coordination with your existing tax and legal advisors. 

 

Financial planning

Depending on your needs, at Mejlholm Wealth Management Group we 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 our team 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 our team to help you create and preserve your wealth. We follow 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

Mejlholm Wealth Management Group 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, we would be pleased to work together with them.