The Meyer Financial Group
The Meyer Financial Group brings together the investment and estate planning acumen of a team with nearly 100 years of combined experience in the financial industry, administering $140 million in client assets. Our goal is to provide clear, cost effective strategies to help you reach and maintain financial independence.
In professional financial planning, the real opportunity to achieve superior results is not in scrambling to outperform the market, but in establishing a clear, prudent return objective, and getting there with the least amount of risk.
Our investment policy is based on realistic expectations with a long-term perspective and clearly defined goals. This is the foundation upon which our portfolios are developed and managed over time and through all market cycles. Recognizing that no two clients are alike, we develop an investment approach and financial plan that is geared to each individual client. Your investment portfolio takes into account your specific goals, your financial means, and your risk tolerance.
Winston Meyer, B.SC., MBA, EPC
Winston brings 22 years of investment management experience to assist his clients in defining and achieving their financial goals. His background, education, and training enable him to offer a full range of services and products including retirement and estate planning services, individual financial planning, sophisticated equity strategies, fixed-income investments, and the creation and preservation of wealth.
Winston spends his time maximizing the return on two commodities: time and money. He shares his time with his family, his community, and his clients. He has held many directorships within the charitable sector, including the United Way of Peel Region and the Community Foundation of Mississauga. He was the founding chairman of the investment committees of both these organizations. The perspectives these roles provide are not lost when dealing with his clients. He strives to blend the art of human interaction with the science of financial management to reach the solutions best suited for each of his clients.
In his many years in the financial management industry, he has listened to and learned the techniques of many money managers. In the end, the best teacher proved to be the reality of lessons learned managing his own affairs. Having achieved financial success, Winston manages his clients' money as he does his own.