Financial security is a process.
Let's build yours together.
Supporting Canadian families and businesses with honest advice and goal-based planning.
EST. 2002 VICTORIA BC
FOR BUSINESSES
Employee Benefits
Attract and retain top talent with a benefits strategy tailored to your workforce and your budget.
FOR PROTECTION
Insurance Planning
Needs-based insurance planning across life, disability, and critical illness — with access to all major Canadian carriers.
FOR GROWTH
Investment Advice
Ongoing asset management paired with comprehensive financial planning — the two go hand in hand.
The Value of Planning.
EST. 2002 VICTORIA, BC
Financial planning is a relationship that evolves with your life.
We start every engagement with a comprehensive review of what’s in place. We keep what’s working, recommend changes where they’re needed, and build a plan around three principles that guide everything we do: clarity, consistency, and independence.
STRATEGIC PILLARS
A comprehensive approach to building, protecting, and growing what matters.
Employee Benefits
Your benefits plan should work for you, not the insurance company. We audit what you have, fill the gaps, and build a strategy that keeps employees protected and costs under control. As brokers, we provide unbiased insurance and savings planning. We support you every step of the way because when your people feel taken care of, everything else follows.
Insurance
The right insurance isn’t about buying more — it’s about having the right coverage when it matters most. We assess your actual needs across life, disability, and critical illness, then match you with the best-fit solution. We have access to every major carrier in Canada allowing us to provide unbiased advice based on your needs.
Investments
Growing and protecting wealth takes more than a good portfolio — it takes an ongoing plan. We pair active investment management with comprehensive financial planning so your investments always serve a purpose. A strategy built around your goals, and reviewed as your life evolves. Mutual funds available through IPC Investment Corporation.
OUR PRACTICE
Everything we do is based on being:
Clear - Consistent - Independent
Our practice is built on three principles that ensure every recommendation serves your best interest — not ours.
PRINCIPLE 01
Clear
Straightforward, plain-English guidance so you always understand what we’re recommending — and why. No jargon, no fine print, just confident decisions.
NEEDS-BASED ANALYSIS
PLAIN-LANGUAGE GUIDANCE
TRANSPARENT RECOMMENDATIONS
EXPLORE MODULE
PRINCIPLE 02
Consistent
You’ll always have someone in your corner who knows your story. Proactive guidance when things are good and reliable support if they’re not.
ONGOING PLANNING
PROACTIVE COMMUNICATION
LONG TERM RELATIONSHIPS
EXPLORE MODULE
PRINCIPLE 03
Independent
No quotas, no conflicts for truly independent advice — backed by institutional support and professional relationships built over decades.
MULTI-CARRIER ACCESS
CONFLICT-FREE ADVICE
FIDUCIARY GUIDANCE
EXPLORE MODULE
OUR TEAM
The Advisory Team
“Our expertise combined with a network of other professionals allows us to provide Security For Life.”
Shane Edmison
CERTIFIED FINANCIAL PLANNER®
EDMISON ADVISORY INC
Comprehensive Planning
As a CFP® professional with over 20 years in practice, Shane upholds the highest standards of advice and commitment to the profession. He takes an honest approach to every relationship, and truly cares about clients.
A proud father with a deep connection to Vancouver Island, Shane carries forward the principles his father Steve established when Meritage was founded in 1991.
Liam Casey
Investment associate
Licensed Assistant
Goal Alignment
Liam brings hands-on experience from a diverse background in banking and advice combined with a genuine passion for helping clients achieve their goals. Working towards his CFP® designation, he takes the time to truly understand what’s behind the financial decisions. Originally from Squamish and travelled extensively, you’ll often find him out exploring its trails and coastline.
Insurance & Benefits
Administration
Insurance & Benefits Team
Our insurance and benefits team supports clients day to day — handling the details so nothing falls through the cracks. Whether you’re setting up new coverage, adjusting a plan, or have a question between renewals, we’re here to make sure things move smoothly.
We believe trust is built through consistency, attention to detail, and always being there when it matters.
GET IN TOUCH
Victoria Office
Victoria office
201-1029 Fort St Victoria BC
TELEPHONE
250-475-6050
MAILING ADDRESS
201-1030 Meares St, Victoria, BC V8V 5A5