We understand every client situation is unique; we have planners that specialize in each field. This allows us to address everything under one roof, and ensure nothing gets missed. Financial planning is a process that evolves over time; where we provide our clients with honest, unbiased advice. We work with our clients to address short term planning such as savings or buying a house, to long term planning like income modeling during retirement or exit strategies from a business. Employee benefits consulting for our business owner clients provides some piece of mind in protecting what can be a businesses’ most valuable asset; it’s people. Insurance planning needs to be custom tailored for a client’s goals. Insurance needs have both long and short term horizons, and it is important to plan around both while keeping budget in mind. Investment management is an ongoing process that requires attention to detail and constant monitoring. Our firm focuses on doing this for our financial planning clients, as the two go hand in hand. Please visit our website at www.meritage.ca for more details and to contact us
View Top Employees from Meritage Financial GroupWebsite | http://www.meritage.ca |
Revenue | $4 million |
Employees | 5 (5 on RocketReach) |
Address | 301-4420 Chatterton Way, Victoria, British Columbia V8X 5J2, CA |
Phone | (250) 475-6050 |
Fax | (250) 475-6052 |
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Industry | Financial Services, Finance General, Finance |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
Looking for a particular Meritage Financial Group employee's phone or email?
The Meritage Financial Group annual revenue was $4 million in 2023.
Jonno Alcaro is the Principal and Co-Founder of Meritage Financial Group.
5 people are employed at Meritage Financial Group.
Meritage Financial Group is based in Victoria, British Columbia.
The NAICS codes for Meritage Financial Group are [52393, 523, 5239, 52].
The SIC codes for Meritage Financial Group are [628, 62].