Deal with an advisor whose living doesn't depend on selling you stuff.
Google the phrase “frustration with financial advisor in Canada” and guess how many hits you get? Over 1,000,000.
Why are people so dissatisfied with their advisors? Isn’t their job to help us?
Some of the dissatisfaction is no doubt related to going through turbulent economic times.
But part of it is also the fact that we’re not always convinced our advisors have our best interests at heart. Are they giving us the best advice available? Or are they trying to sell us stuff?
We’ve all heard stories about conservative investors who were loaded up with risky investments because their advisor made better commissions on those products.
Now thankfully, those situations don’t occur as often. But there’s one way to make sure they don’t happen at all.
Deal with an advisor whose living doesn’t depend on selling you stuff. Deal with an advisor who doesn’t have to choose between what’s good for you and good for him.
It’s a simple idea, really. That’s why none of the wealth advisors at Meridian are on commission. We believe their whole focus should be on improving your financial status. Not theirs.
Don’t believe us?
Come in and talk to one of them. The first thing they’ll do, long before talking about any products or potential investments, is talk about you.
About your financial situation. Your goals. How you hope to achieve them.
And then they’ll work with you to put together a plan. Whether it’s insurance, investments, estate planning, or a whole host of other possibilities, they’re here to serve you.
And it costs you nothing. Our Members receive wealth management services at no charge, simply because they belong to Meridian.
Just by belonging to Meridian, you get access to some of the biggest and best mutual fund families and investment firms in the country.
We also offer a range of savings and investment products equal or superior to anything out there. Like our Online Advantage Savings Account, with one of the highest interest rates in the market, while your money’s still available 24/7.
Or how about our Escalator GICs? You can access your funds annually, but the longer you leave your money untouched, the higher the interest rate you collect.
But that’s just a small sample of some of the options we offer for your RSP, Tax-Free Savings Account, or even non-registered investments.
And remember, all this is offered without you paying a cent in commissions.
So if you’d like to try a different way of building wealth and savings, come in and talk to one of our wealth advisors. We look at your situation, we look at the opportunities, and most importantly, we take the time. And you can rest assured that the only financial well-being that concerns your advisor is yours.
