In this week’s podcast, we interview Jamie Meldrum, President of Meldrum Horne, an employee benefits, insurance, and financial planning firm based in Ottawa, Canada. In this wide-ranging discussion, we cover the origins of Meldrum Horne, Jamie’s decision to transition to Salesforce before the pandemic, and his views on the future of the benefits and financial planning industry.
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About Meldrum Horne
At Meldrum Horne, we are here to help you attract and retain the best people. Comprehensive employee benefits, group retirement programs, and individual financial planning for your employees give you a competitive edge in the relentless fight for talent. We also protect and prepare your business for the unexpected with strategies that involve buy-sell insurance and key man (person) insurance. Locally owned and based in Ottawa, Canada, we service the needs of national and international companies with teams ranging from five people to well over 5000. Our independence allows us to be nimble, innovative, and responsive. Each of our clients receives timely, customer service that suits their unique needs.
DISCLAIMER: The views in this recording are personal views and should not be considered as any type of financial advice.