Our Team

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® professional, 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 15 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.

Steve was highly regarded in the financial planning industry for his knowledge and business ethics. He had over 25 years of experience assisting clients with selecting, obtaining and maintaining the most suitable plans for their personal planning as well as their businesses.

As one of the founders of Meritage Financial Group Inc., Steve lead by example and provided comprehensive advice that addressed the distinct and unique wishes of his clients. At Meritage Financial Group, Steve had created a team that is passionate about assisting clients find Security for Life.

Liam recently made the transition to Vancouver Island after spending several years working in retail banking on the North Shore. Being raised in Squamish, BC, his roots are firmly planted in the natural beauty of the West Coast and you’ll often find him exploring Vancouver Island’s stunning hikes,

He brings a passion to learn and help clients achieve their financial goals. To further his expertise, Liam has actively been working towards achieving the Certified Financial Planner (CFP) designation. He recognizes that behind every financial decision lies a client’s dreams and aspirations. By taking the time to listen and truly comprehend these goals, he’s believes in tailored financial advice that empowers clients to make informed choices and helps deliver Security for Life.

An Islander since the early 90’s, Carlo enjoys living in “Paradise” here in Victoria. He cherishes quality time with his family and enjoys the simple things in life. Carlo understands the importance of builidng rapport and earning a client’s trust.

With 25 years of experience in Customer Service, Carlo recognizes that loyalty, attention to detail and care for clients is essential to a successful relationship, and it enables our firm to provide Security for Life.