Carleton Financial Group is an independent Ottawa based organization, their strength coming from their highly experienced team of professionals working in the following areas: Employee Benefits, Retirement and Investment programs and Individual investment, insurance and estate planning.
Jamie Meldrum B.A., CFP, CEBS has been featured in the Ottawa Chamber of Commerce publication “The Voice”.
Click the link below to read the article. Page 13
Jamie Meldrum, Partner, Carleton Financial Group, Ottawa, Ontario, has been designated a Certified Employee Benefit Specialist (CEBS) by the International Foundation of Employee Benefit Plans and Dalhousie University and is a member of the 2011 class of graduates.
Jamie qualified for the designation by passing a series of examinations covering the required subjects relating to the employee benefits field and by meeting and attesting to high standards of business and professional conduct.
Jamie was designated a Certified Financial Planner (CFP) by the Financial Planners Standards Council in 2003. Jamie serves on the board of the CHEO Ski for Kids event and is a member of the Million Dollar Round Table (MDRT) and the Financial Advisors Association of Canada.
Jamie’s accomplishments earned him a Ottawa Business Journal Forty Under Award.
An entrepreneur given less than a 10-per-cent chance to survive cancer, the founder of a chain of biofuel stations, a morning-show broadcaster who went viral, a boxing businessman and a PlayBook linchpin are among the recipients of Ottawa Business Journal’s Forty Under 40 Awards for 2011.
“This year’s list of 40 recipients proves Ottawa has the talent, creativity and the ‘jazz’ that goes along with moving a city forward into a vibrant place to work and live. The city is alive and well,” said Michael Burnatowski, OCRI Entrepreneurship Centre manager and one of the panel of judges determining the awards.
The committee included Mr. Burnatowski, University of Ottawa Telfer EMBA director Terry Kulka, Ottawa Chamber of Commerce executive director Erin Kelly, CellWand Communications CEO Nick Quain, OBJ editor Peter Kovessy and OBJ publisher Michael Curran, who also chaired the process.
The judges collectively spent around 100 hours reviewing and ranking each of the submissions.
All nominations were assessed according to a 40-point system: 20 points for business achievement, 10 points for expertise and 10 points for community involvement.
“I really like the way the award itself is structured. It is a balanced scorecard, with a slight tilt to business achievements. It is a great way to think about what it takes to be a business leader in the city. It’s not just about business expertise – it is about being a part of the community,” said Mr. Kulka.
All recipients are invited to meet each other at a Telfer event on June 2 to share their business experiences, culminating in a wine-and-cheese reception from 5 to 7 p.m.
The recipients will also be feted June 16 from 5:30 to 9:30 p.m. at The Hilton Lac-Leamy. The gala supports the Royal Ottawa Foundation for Mental Health through a charity draw that includes fabulous prizes.
Forty Under 40 recipients will also be profiled in OBJ’s June 13 newspaper issue.
The recipients are:
-Rami Abielmona, Larus Technologies
-Marc Appleby, PowerScout Sports
-Adrian Ayotte, Reliable Heating and Cooling Ltd.
-Coreen Bouchard, PureLogic IT Solutions Inc.
-Craig Bowditch, AFORE Solutions Inc.
-Adam Buckley, Variation Biotechnologies Inc.
-Jason Campeau, Maplesoft Group
-Luke Clare, Gowling Lafleur Henderson LLP
-Jennifer Conley, St. Patrick’s Home of Ottawa Foundation
-Gerry Dimakopoulos, RBC Financial Group
-Christian Dubuc, Wi-LAN Inc.
-Pat Dunnigan, Modis
-Jennifer Flanagan, Actua
-Greg Friesen, DragonWave Inc.
-Joëlle Hall, KPMG LLP
-Sean Homuth, Orezone Gold Corp.
-Charlene Hosein, Phirelight E-Business Solutions Inc.
-Michael Inskip, Thoroughbred Capital Inc.
-Govindh Jayaraman, GreenStop Inc.
-Steve Johnston, ImaSight Inc.
-Juliet Knapton, Connolly Obagi LLP
-Dee-Ann Lama, Xerox Canada
-John Lees, Orbis Risk Consulting Inc.
-Tobias Lϋtke, Shopify
-Andrea Marcus, Mistura Inc.
-Sebastien Marineau-Mes, QNX Software Systems Co.
-Jeff Mauler, The New Hot 89.9 FM
-J.P. McAvoy, Kelly Santini LLP
-Mitchell McLean, Investors Group
-Jamie Meldrum, Carleton Financial Group
-Andrew D. Milne, Welch LLP
-Amanda O’Reilly, Balance InStyle
-A.J. Plant, Exit Realty Matrix
-Stacey Price, Marry Me Productions
-Danielle Robinson, Sens Foundation
-Paula Romkey, Moksha Yoga Ottawa
-David Ryan, Lapointe Drainage Ltd.
-Paul Vallée, Pythian Group Inc.
-Steve Vaughan, DICA Electronics Ltd.
-Matt Whitteker, 10Count Group of Cos.
