Our client’s needs are the focus of everything that we do.
We are an independent group of Certified Financial Planners; our expertise combined with a network of other professionals allows us to provide Security For Life.
Steve Edmison, CFP
Edmison Financial Inc
Steve is highly regarded in the financial planning industry for his knowledge and business ethics. He has over 20 years of experience assisting clients with selecting, obtaining and maintaining the most suitable plans for their personal planning as well as their businesses.
As a Certified Financial Planner, Steve follows an established professional code of conduct, uphold standards of best practice, and participates in ongoing continuing education programs. To further assist his clients in achieving their financial goals, Steve has completed his Certified Health Insurance Specialist designation. He is also a dedicated member of Advocis- The Financial Advisor’s Association of Canada, where he has served as President, and both program and membership board positions. He has been on the advisory council for CADA- The Canadian Auto Dealers Association, and is associated with both CALU- Conference for Advanced Life Underwriting and Canadian Association of Gift Planners.
One of the founders of Meritage Financial Group Inc., Steve leads by example and continues to put the best interests of his clients first, identifying areas of need and provides comprehensive advice that addresses the distinct and unique wishes of his clients. At Meritage Financial Group, Steve has created a team that is passionate about assisting clients find Security for Life.
Shane Edmison, CFP
Edmison Advisory Inc
Shane has been successful in his career because of his high ethical standards and lasting relationships that he builds with his clients. As a Certified Financial Planner, Shane adheres to a professional Code of Conduct, upholds standards of best practice and is committed to continuing education.
Shane follows a comprehensive planning process for each client by covering all aspects of their financial needs. He has been with Meritage for over 10 years, after completing his degree at the University of Victoria. He is an active member of Advocis- The Financial Advisor’s Association of Canada, which is the oldest and largest voluntary professional membership association in Canada.
Building strong client relationships are essential to the success and growth of Shane’s business. With a young family in Victoria, Shane understands the importance of providing Security for Life.
Linda has been associated with the investment and life insurance industries for over 20 years. By working with Meritage Financial on the investment lines, Linda brings dedication and experience to our organization.
As an Island native, Linda enjoys the outdoors and spending time with her husband, children and grandchildren, and recognizes the importance of sustaining relationships. Her commitment to our clients ensures they remain happy in their association with Meritage Financial Group and helps deliver Security for Life.
Born and raised on Vancouver Island, Kisha understands the importance of building relationships and providing clients with the comfort of knowing they are in good hands.
With over 10 years of experience in Customer service, Kisha recognizes that loyalty and devotion to clients is essential in the success of any relationship by helps our firm provide Security for Life.
Clear & Concise
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If you are interested in working together, send us an inquiry and we will get back to you as soon as we can!