It’s never too late or too early to start your investment planning. After all, it’s your life. We give you straightforward answers so you can feel good about your plan, whatever your risk profile and where ever you are on your way to financial security.
Meridian offers a breadth of investment products to suit all Members needs, from regular non-registered investments through to RSPs, RIFs, RESPs, and Tax Free Savings Accounts -- TFSAs.
Find an investment plan that’s right for you
Want to start your investment plan
We understand you want to manage risk and keep your options open so that you can access your funds at anytime. Meridian has a variety of investment products to suit your short-term needs for flexibility and your long-term goals for financial security.
Want to maximize the money you’ve already invested
You’ve taken care of your money and want to take advantage of higher interest rates as your retirement age approaches. Meridian offers you a variety of GICs with very competitive rates.
Want a better return on your investment
Are you looking for a safe investment with the potential to offer you a better return? Consider a Market Secure GIC, which offers the potential of protecting your principal.
Want to take care of your children’s education
Open an RESP to take advantage of the Canada Education Savings Grant, which can add up to $500 per year to your savings.
Nervous about retirement? Not sure you’ve put enough away?
If you have more room to contribute we can help. A Meridian RSP Line of Credit or loan can help you take advantage of unused RSP contribution room by providing a low cost source of funds to increase your investments. You can also use any tax refund you receive to pay down borrowed funds.
Maxed out your RSP contributions
A TFSA Online Advantage Savings Account grows your savings tax-free.
Talk to a Meridian Wealth Management Professional
Let us know when it is convenient for you to talk with one of our Wealth Management Professionals so they can take a closer look at your investment choices.
Credential Disclosure and Mutual Funds DisclaimerÂ
Mutual funds are offered though Credential Asset Management Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. There can be no assurances that the money market fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
