About Noreen

Noreen Mejias MBA, CFP, CIM, FCSI, EPC

I believe that anyone can live a rich and meaningful life …and that each of us deserves to! As you get to know me, you’ll discover my ability to bring together my passion for life and my impressive track record for achieving financial results to help you to do just that in your life.

I have been in the financial services industry since 1986, providing specialized investment planning services since 1996. I bring comprehensive financial planning services and a variety of financial products to my clients – and so much more.

A major experience in my life was to watch my father retire and lose his entire retirement income because he hadn’t educated himself on the basics of financial management and investing. That experience is at the basis of my dedication to working with older adults to help them ensure that they are financially secure. It is also behind my deep belief that managing your money isn’t enough. I am deeply committed to bringing to my clients access to other professionals who can help them continue to grow as human beings and educational opportunities that invite them to learn more about retirement, aging and living well.

My own life demonstrates my commitment to life-long learning. I’ve acquired a Bachelor of Arts Degree in Economics from the University of Toronto and a Masters Degree in Business Administration from the University of Stirling, Scotland. I have achieved the following professional certifications and accreditations: Certified Financial Planner, Certified Investment Manager, Fellow of the Canadian Securities Institute. Additionally I hold a Life Insurance License and an Elder Planning Counselor designation.

My education has not been restricted to developing increased professional skills. I have invested considerably in growing as a human being and developing skills that help me to communicate more effectively with my clients. I am an NLP Master Practitioner, a Quantum TLC™ Facilitator, a WEL-Systems® Catalyst and a certified CODE Model™ Coach. I recently had the opportunity to become a published author through working on a book with 17 other wonderful women to create a book of hope and inspiration. “Sekhmet Rising: the Restlessness of Women’s Genius” is a series of stories by women aged 26-81. Each of us has written a chapter telling the story of how we reclaimed our power in life and the impact that has had on the quality of our lives.

Using my personal as well as professional accomplishments, I am both willing and able to work with you to strengthen and protect your resources as a gateway to expansive living.

I’ve found that I produce the best results for a specific type of client, one where developing a relationship is as important as generating financial results. Perhaps we should talk if you are someone who:

1. Cares for family, community, someone or something beyond yourself
   
   
2. Actively invests time and energy on the things that are truly important and meaningful to you
   
   
3. Is interested in continually learning and growing as a person
   
   
4. Wishes to simplify your life by delegating the on-going management of your financial matters to competent, trustworthy professionals.
   
   
5. Are serious about personal financial success and are willing to invest time and effort in developing integrated financial and life goals.
   
   
6. Has at least $200,000 in Investable Assets.