Associate Investment Advisor
Tel: (416) 359-4797
Fax: (416) 359-5346
Meredith has worked with Gordon Young at BMO Nesbitt Burns for over 20 years. She holds a Bachelor of Science in Applied Mathematics from York University. Meredith has completed the Canadian Securities Course, the Professional Financial Planning course, and holds the Certified Professional Consultant on Aging (CPCA)® Designation.
Meredith is responsible for overseeing all aspects of administration, and is the primary client liaison with respect to trading, account and performance reviews, tax matters, money-market investments, and estate matters. Meredith is also involved in the modeling and presentation of financial plans for clients and prospects. Meredith has two school-aged daughters who keep her busy and involved in the community, and enjoys skiing, golf, pilates, running, and traveling in her spare time.