Reg Meecham - Oakvest Group
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Reg

As one of the founding members of the Oakvest Group, Reg is fully dedicated to the experience and wealth strategies that the group delivers to their high net worth clients. As a lead investment strategist for the Oakvest Group, he focuses on pricing anomalies, yield opportunities, and managing special situations. He thrives on engaging people, seeking to understand their needs, and delivering on them. Substance, discipline, and value are extremely important to him.

Majoring in Economics, holding a Chartered Investment Manager designation and the advanced designation of Portfolio Manager, Reg has found that it has been through discipline, experience, and care – combined with a pragmatic knowledge and the ability to flex to client needs and market indicators – that he has successfully navigated his clients through two emotionally-charged bear markets. These characteristics continue to be his guiding principles.

For Reg, it’s about the people. He describes the Oakvest Group and their clients as a tight-knit family that is consistent in good and tough times. He appreciates how this relationship has evolved and created incredible opportunities to learn about each member’s history and life experiences. Many of his client families have trusted him since his 1998 start in the wealth management industry and have become multi-generational – a testament to his thorough attention to them and their wealth needs.

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