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Paul ShelestowskyCFP, CIM, FSCI

Senior Wealth Advisor

Mutual Funds Investment Specialist

Meridian Credit Union

Credential Asset Management Inc.

It comes as no surprise that today’s economic times have many people thinking more actively about their financial situation. And of course the challenge is to really understand today’s markets so you can make the right choices. Being a Certified Financial Planner (CFP®), I can work closely with you to consider your needs, and think through the many investment options available to you, so you can successfully achieve your short- and long-term wealth management goals.

Throughout my 20 years in the investment industry, I have worked hard to keep my skills and information current to be able to advise and serve you better. While I have a specialty in helping retirees find tax efficient income replacement solutions, I can help build investment strategies for any age or investment status, whether you are just starting to plan for your retirement, setting up an education fund or planning a dream vacation. I specialize in finding solutions for small businesses and farmers to meet their investment needs while being mindful of the tax issues that investments can have on a corporation or small business.

Local involvement and community spirit are key to our business. As a resident of Virgil, my family and I are passionate about giving back to the community through various local organizations, and I am also busy in our community with my son’s sporting activities.

As a Senior Wealth Advisor and your neighbour, I look forward to talking to you about how Meridian can help you realize your investment goals.

Mutual funds and financial planning are offered through Credential Asset Management Inc.


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