Steve Melling

equipe

Estate Planning & Insurance Specialist, National Bank Insurance Firm

CFP, EPC

Spoken languages : English

 Steve has 28 years of industry experience.  His area of expertise is in Estate Planning and Personal Lines of Insurance coverage.  He works primarily with Executives, Professionals, Business and Farm Owners, providing succession, conservation, and protection strategies.  To complement the above, he also offers advice and expertise in Employee/Executive Benefit packages.

Steve started his career with Great-West Life as an agent in 1988, became a partner in a brokerage firm in 1992, and went on to establish his own company in 1995 specializing in the above.  He has been working with National Firms for the past 19 years and is honored to be offering his services to the Johnson Wealth Management Group.

In addition to the above, Steve has served on a number of industry, non-profit, and community boards over the years.  He speaks on a regular basis to various groups and organizations regarding the industry and opportunities for planning.  He takes a holistic approach involving all of the clients' professional advisors to ensure comprehensive solutions.

Note: Insurance services and products are provided by National Bank Insurance Firm (NBIF). NBIF is not a member of Canadian Investor Protection Fund and the products sold or provided by NBIF are not guaranteed by the Canadian Investor Protection Fund.