\u201cMeridian can help you with your banking and financial planning as a whole, from ongoing financial planning updates, to investments, monitoring and rebalancing your portfolio, day-to-day banking and lending needs \u2013 and supporting legacy, estate planning and trusts,\u201d explains Alex, who currently is entrusted with more than $200 million assets under management.<\/p>\n
Jessop has deep roots in Simcoe County \u2013 and moved to Midhurst almost a decade ago, bringing more than 15 years of financial planning experience. He and his wife, Lauren, who has led the Barrie Public Library as its CEO since 2019, get involved in many local initiatives, including the annual Barrie Dragon Boat Festival, which raises funds for 60 local charities.<\/p>\n
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Rock Solid Advice, Open and Credible Approach<\/p>\n
\u201cIn addition to holding his CFP, Alex is also a licensed Investment Advisor, so he supports Meridian clients with a rock-solid, proven track record \u2013 alongside a down-to-earth, open and credible advising approach,\u201d says Reg Ratnanandan, AVP Wealth, Meridian. \u201cAs a long-time Simcoe County resident, Alex also understands the complexities related to maintaining and owning multiple properties, cottage investments, and business ownership and succession,\u201d says Reg.<\/p>\n
Alex welcomes inquiries from people who, concerned about recent economic volatility, are interested in having an expert \u201ctake a second look at their existing financial game plan and investments to talk through their current risk analysis and possible alternate scenarios and options.\u201d<\/p>\n
\u201cMeridian offers advanced financial modelling for our clients, so we can show you different options to consider in a fact-based and easy to visualize way,\u201d says Alex, who offers clients in-person and virtual meeting options. \u201cRight now, we\u2019re seeing new clients who may be overweight in certain areas \u2013 and who are benefitting from investment rebalancing and ongoing monitoring,\u201d he says.<\/p>\n
The most common financial misstep Alex cautions against is \u201csitting on the fence.\u201d \u201cIt might feel safer, but it\u2019s not a smart financial strategy because sitting on the sidelines equates to losing money, and there are other low-risk options that can put your money to work for you,\u201d he says.<\/p>\n
\u201cYou know, in Canada, we don\u2019t always talk about money and investments as openly and as often as we should,\u201d sums up Alex. \u201cMy clients always tell me that they\u2019re glad they set aside some time to talk through their financial goals, plans and fears with me and my team. Getting one-on-one advice and reviewing different financial options in a deeper way helps build confidence that you are optimizing your investments to work best for you and your family.\u201d<\/p>\n
Meridian is Ontario\u2019s largest credit union, and one of the largest in Canada. Guided by its purpose to \u201chelp you achieve your best life,\u201d Meridian delivers personal, and wealth financial business solutions to over 380,000 Members. Its bold Meridian for Good strategy is aimed at helping people get access to the money and advice they need; plan for a better future that is clean, resilient, and diverse; and be financially confident.<\/p>\n
To book a financial consultation with Alex, email him at [email\u00a0protected]<\/a>.<\/p>\n