Early on in their careers, both Jamie Meldrum and Michael Horne had the opportunity to work at Carleton Financial Group.
Their mentors – including Jamie’s father – where known as the “giants” of the employee benefits industry. They had worked for large insurance firms and had written the book on providing group benefits and pension services to large multinational companies.
Jamie and Mike gained a depth of knowledge and expertise that other advisors simply do not have.
Jamie and Mike partnered to form Meldrum Horne to bring the knowledge, expertise, and services generally reserved for multinational companies to the small to medium sized companies that make up Ottawa’s businesses community.
With a firm grasp on the digital age, able to relate to younger business owners and serve both established and up-and-coming businesses, they are the new generation of group benefit consultants.
We Plan. You Benefit.
With 20 years experience, Meldrum Horne is among the leading benefits and pension firms in the country.
Recognized for their innovative solutions, integrity, and honesty their service and support is an integral and invaluable extension of each of their clients human resource and finance teams.
Our respect for personal growth through education means the Meldrum Horne team isn’t just continuously learning and remaining ahead of the curve – we’re also eminently qualified to do the work we do for our clients. Here are the various designations our team has under their belt.
A Group Benefit Associate (GBA) designation is a designation is awarded by the International Foundation for Employee Benefits Plans. GBA is a specialty designation focusing on the principals and applications of group benefits, along with the economics on both the Canadian and the US healthcare system.
Certified Health Insurance Specialist (CHS) designation is the only premiere living benefits designation in Canada. A CHS advisor has advanced knowledge in the areas of Critical Illness, Long Term Care, Disability Income, and Group Benefits.
The Certified Employee Benefit Specialist (CEBS) designation is a designation awarded by the International Foundation for Employee Benefits Plans. The designation is the most widely recognized and respected professional credential in the employee benefits sector.
The Certified Financial Planner (CFP) designation is an internationally recognized standard for financial planning. It is granted by the Financial Planners Standards Council (FPSC). Advocis is one of the FPSC founding member organizations. An advisor with a CFP designation may help you with personal financial planning and offer advice on investment and insurance strategies.
A Chartered Life Underwriter (CLU) designation is a financial advisor with advanced knowledge in the life and health insurance and employee benefits. An advisor with a CLU can provide specialized advice on life insurance needs, tax planning and financial planning of business owners.
Being well-connected with organizations and partners in various complementary sectors only strengthens our firm’s capabilities. The following list represents the groups with whom we are affiliated.
- Errors and Omissions Insurance
- Director and Officers Insurance
- Property and Causality
- Human Resource Consulting
- Mortgage Brokers
- Commercial Insurance
- Legal Advice and Council
- Commercial Banking
- Specialty Insurance: War Risk, Kidnapping and Ransom Insurance
The Meldrum Horne team brings over 40 years of benefits consulting experience to the table, along with a collective passion for developing thoughtful, customized solutions for our clients. We play a hands-on role in the design, funding, administration and management of the plans we develop. And because we live in an ever-changing world, we are constantly learning, and educating our clients in the process.