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In Focus | Tim Meier of Canada Loyal Financial

In Focus is our gift to the community. A way for us to help show our recognition for the people, businesses and organizations that help make our city great. The team at KelownaNow.com is passionate about this community and the people that make it amazing. We want to show our friends, neighbours, family and colleagues that we notice them and the fabulous things that they do.

What is your name?
Tim Meier

What do you always find yourself saying?
Get your shoes and coats off the floor! I have four kids…daily battle

If you could spend one whole day with anyone in the world who is currently alive, who would you select and why?
The guys from Top Gear; they know how to have fun. They have found a way to join their passions for cars and travel and made a career out of it.

If you were to receive any existing public award, what award would you like to win?
Is there an award yet for being a Dad? Otherwise I don’t do awards

If you could spend a day with any historical figure, who would you choose and why?
Dietrich Bonhoeffer. He paid with his life for standing up against the Nazi regime and for his involvement with an assassination attempt on Hitler. I would like to hear his life story from him.

Who inspires you?
My wife…she let me pursue this career change and she makes me laugh.

What are three things on your bucket list?
Live in South America for a few months
Drive across Africa
Restore an old Volkswagen

If you had an enormous yacht, what would you name it?
I wouldn’t own one--I am a financial advisor.

If you could foresee a single day of your future in its entirety, what date would you select?
My first daughter’s wedding day…like to know how I am going to handle that one…

What are you passionate about?
My family and making adventures; this usually means a long road trip. We like camping on the Baja.

What has been your favourite day of your life, up to this point?
Seeing the birth of three of my kids and meeting my daughter in Ethiopia for the first time…I guess that’s four days…sorry.

What has been your proudest accomplishment?
Quitting my job and starting my own business.

Where is your favourite place to dine in Kelowna? What do you like about it?
Memphis Blues…simple, high quality…not pretentious.

What is your favourite activity or event in Kelowna? Why?
Walking along the lake because we can all year!

What is the name of your business/organization?
Canada Loyal Financial

What does your business/organization do?
I am an independent financial advisor who is mutual fund and life insurance licensed. I help families work toward their financial goals. By building a plan and implementing it, progress gets made; that build’s family wealth, not the banks or insurance companies.

Where can people find you or your business online?
www.canadaloyal.com

How do people connect with you on Linkedin?
Tim Meier, BA, EPC

What is your mission?
To improve a family’s finances…savings don’t happen by accident…it’s a choice and works best to have someone walk alongside you.

If you could achieve one thing within your field, what would it be?
Bring the client service part back to the industry.

Where do you want your business/organization to be in five years?
I will be able to cap my income and give the rest to the charities that we support.

Who do you consider to be a forerunner within your field?
Those who are actively working toward bringing deeply needed value back to the client. I think the bigger challenge lies ahead for this next generation of advisors to realign the industry to the people it serves.

What three qualities do you feel that your business/organization exemplifies?
Service, detail oriented, fun

What would you like to say to your employees/volunteers?
My kids…thanks for all the paper shredding and coming with me to the office so I can use the HOV lane.

How does your business/organization impact the community?
Families that understand their goals stay in the community and spend their money within it. When you have less consumer debt, you have more disposable income to spend.

If you were trapped in an elevator with several wealthy investors from any field, which field would you want them to be experts in? What would say to them/talk about?
The field doesn’t matter, I would like to talk with those that don’t take themselves and their money too seriously. I am most interested in philanthropy. I would like to know how are you using your time & wealth to help others?

If I could change one thing about Kelowna, it would be:
Traffic flow through town should take more priority than crossing the 97. The lights need to be synced all the way across town.

What do you think makes Kelowna great?
I took four years of climatology…all about the weather for me.

My choice for the Kelowna In Focus spotlight is:
Brendon Rothwell, Rothwell Notary

Some general comments I would like to share are:
My wife and I both grew up in the lower mainland and spent many summer vacations in the Okanagan. We have been married for 13 years now and made the decision to move up here eight years ago. We still pinch ourselves that we get to call this place home!! It hasn’t gotten old yet and we feel quite fortunate to be able to raise our family here. My grandfather still says the Okanagan is the best place in Canada and Canada is the best country to live in…so, the Okanagan is the best place on earth.

We encourage you to leave your comments and words of support below, and submit your own nomination by clicking HERE. You are also welcome to submit a form of your own by clicking HERE. Thank you, Kelowna!



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