Advice for helping adult children financially

Jun 04, 2021

One of Meridian’s expert wealth advisors shares his wisdom on helping adult children financially - the dos and don’ts and how to be smart about it....

How to balance your financial priorities

Jun 03, 2021

One of Meridian’s expert wealth advisors has key advice for balancing your competing financial priorities based on your needs and situation....

6 questions to ask yourself before buying an investment property

Apr 12, 2021

Thinking of buying an investment property? It’s a bit more complicated than it looks on TV. Before you jump in, ask yourself 6 key questions....

Should you buy a vacation property ahead of retirement?

Apr 12, 2021

If you’re thinking about buying a vacation property now to enjoy later in retirement, ask yourself these key questions to determine how it would fit into your financial plans....

How to update your GIC renewal instructions

Apr 06, 2021

With your Meridian GIC maturing, this is the perfect time to think about how to re-invest your money. A GIC offers a safe and secure way for your money to grow....

Should I borrow to contribute to my RRSP?

Apr 01, 2021

An RRSP line of credit or RRSP loan allows you to borrow the money you need to maximize your RRSP contribution. Is it right for you?...

Should you downsize when you retire?

Mar 31, 2021

Thinking about downsizing when you retire? It could be a great option for you, but first consider your finances, lifestyle, and expectations. ...

Do you have a debt problem? How to tell and how to solve it

Mar 31, 2021

Lots of people have debt and manage it just fine. So how do you know if your debt is a problem? Here are 6 signs to watch out for and tips on tackling debt problems....

5 ways to make your tax refund work for you

Mar 12, 2021

Get the most out of your tax refund this year. Put it to work with these 5 tips - from paying off credit card debt to making sure you’re set for the future....

Lower-risk mutual fund portfolio and Responsible Investments

Jan 25, 2021

Learn about this lower-risk mutual fund portfolio, an alternative to GICs. They offer higher return potential, and invest responsibly so you can feel good about your investments....

How to save money in your 40s

Dec 31, 2020

Check out 6 tips for saving money in your 40s. This is often a complicated time for your finances - so here’s some simple advice for saving, investing, and managing your money....

The 3 rules of your retirement plan

Dec 18, 2020

Paul Shelestowsky, Senior Wealth Advisor, breaks creating and revisiting your retirement plan down into 3 simple steps....

4 tips for working after retirement

Dec 17, 2020

Thinking about working in retirement? Check out these 4 tips from an advisor - covering RRIFs, OAS payments, wellness benefits and more....

Looking for an alternative to your GIC?

Dec 10, 2020

With interest rates at their lowest in years, you may want to consider an investment that could offer higher potential returns, stability, and a focus on keeping risk to a minimum. A lower-risk mutual fund portfolio could be what you’re looking for....

Women and wealth: what you need to know

Dec 07, 2020

Women control $1.2 trillion in wealth - so why do so many lack confidence when it comes to money? Dilys D’Cruz, Vice President of Wealth at Meridian, has some great financial advice for women. ...

Saving at every stage of life

Dec 03, 2020

What do you need know about saving in your 20s? What about after that? We break it down - from savings tips for millennials to key strategies at retirement age....

Market pullback? This is the time when financial planning really matters

Oct 26, 2020

It's tempting to panic when the market takes a bad turn. But when you have a solid financial plan, there's no need - learn why....

Ask an Advisor - What are some other safe short term investing options right now?

Sep 03, 2020

This week’s Q&A video David Semerak discusses TWO very important savings products: Raise the Rate GIC and the 1-year Cashable GIC. These products will help you invest safety for the short term. Over to you David!...

Betty & Dan: A COVID-19 story

Jun 21, 2020

Betty and Dan Fyshe have had their own challenges and blessings throughout the COVID-19 crisis....

Ask an Advisor - What are some good ways to invest in your twenties?

May 19, 2020

This week’s Q&A session is with Jordan Damiani, Senior Wealth Advisor - Niagara. In this session Jordan discusses savings tips for people in their twenties, TFSA contributions and Mutual Funds. Over to you Jordan!...

6 tips if you’ve lost your job due to COVID-19

May 07, 2020

If you’ve lost your job or part of your income as a result of COVID-19, here are 6 tips to help you manage your finances during this challenging time....

What is financial wellness?

May 06, 2020

Learn about the four key elements of financial wellness: Spending, Saving, Borrowing, and Planning....

New year, same money problems?

Jan 21, 2020

Falling behind on your new year’s resolutions? We have some tips on how to prioritize saving, paying off debt, and investing. ...

Six ways to add money to your RRSP

Jan 21, 2020

How do you contribute money to your RRSP when you feel like you have none to spare? Here are six tips to consider....

What is an RRIF and how do you use it?

Oct 10, 2019

Learn the basics of RRIFs, including details on withdrawals and taxes. ...

What does a wealth advisor do?

Sep 27, 2019

Taking control of your finances can start with a simple conversation with one of our wealth advisors. It doesn’t have to be intimidating, it might even be fun! Learn more about what wealth advisors do at Meridian. ...

The basics of retirement readiness

Sep 23, 2019

Planning for retirement can be challenging. Here are some basic questions to think about to help you make educated decisions and make sure you are ready for retirement....

Everything you need to know about investing in market-linked GICs

Jul 09, 2019

Market-linked GICs have the same benefits as traditional GICs with the added benefit of profiting from the stock market’s performance. Learn more about whether this is the right choice for you. ...

Want to start a business? Four reasons to consider franchising

May 28, 2019

If you’re thinking of starting your own business, here are four good reasons to consider buying a franchise. ...

Franchising trends should you be aware of

May 28, 2019

Learn what franchising trends you should be aware of and keep in mind when you’re considering buying a franchise. ...

How strong is your password?

Apr 30, 2019

Passwords ensure the security and confidentiality of your data, which is why it’s important to ensure all of your account passwords are as secure as possible. Check out this infographic for tips on how to create strong passwords to protect your valuable personal information....

How much will it cost to sell my home?

Mar 22, 2019

Avoid getting hit with unexpected fees when it’s time to sell your home by keeping these 5 potential costs of closing the deal on your radar. ...

Four reasons to get a TFSA

Jan 09, 2019

TFSAs can help you reach your financial goals, whatever they are. Learn how they work and why you should get one. ...

Avoiding frauds and scams

Jan 03, 2019

When it comes to locking down your privacy, security and money, common sense is your first line of defense. Be on guard for these common types of scams and frauds – and know what to do if you become a victim....

Top five things you need to know about TFSA's

Dec 27, 2018

By now you probably know that TFSAs are registered accounts where your savings can grow tax free. Yet there are many things you may NOT know about these handy accounts, and this means you could be missing out on a good financial opportunity....

RRSP Basics: What you need to know

Dec 27, 2018

What's an RRSP? How do you contribute and what are the rules? Learn the basics and feel more confident in this investment option....

RESP: The smart way to save for your child's education

Nov 28, 2018

Will you be able to afford your child's education? Learn about how starting an RESP fund early can help you secure their future....

Powers of attorney - Your capacity, care and continuity

Nov 22, 2018

Appointing a power of attorney is an important part of planning for your future. Here's what you need to know about what it means and who to appoint....

Estate planning doesn't have to be scary

Nov 21, 2018

Contemplating your mortality can be stressful, but estate-planning is necessary, and it can be simple. Here's how it works....

Risk management for the entrepreneurial set

Oct 26, 2018

Learn about why life insurance is an important tool to preserve your business....

Why you should make a will, no matter your age

Jul 06, 2018

Dealing with a loss is devastating, and it's made much worse by the bureaucracy that results from not having a will. Making a will will help your loved ones....

Si, si, si – Translating YES into your financial planning

May 18, 2018

For many people financial planning may feel like learning another language. There are new concepts, and time required to master how and when to apply them....

Three quick ways to boost GIC returns

May 07, 2018

Learn about innovative and low-risk GIC options that can boost your returns. Options include - GIC Laddering Strategy, Index-linked GIC and Escalator GIC....

Managing a seasonal business

Apr 03, 2018

Something that seasonal businesses have in common is that during the year they’ll go through both busy and quiet times. Learn some strategies to make the most of the whole year....

Spousal loans – A tax strategy for investors in a low-interest economy

Mar 21, 2018

With interest rates at historic lows, a spousal loan can reduce your household tax bill. Learn more about how it works, and how you can save....

Why women must save and invest differently than men

Mar 16, 2018

The lives of women call for different approaches to saving & investing. Here's a helpful guide to what women should consider when making financial decisions....

Women and money: Five things to know

Feb 26, 2018

Whether by choice or by design, women face more challenging financial circumstances than men. When it comes to women and money, what five things do they need to know?...

Five tax benefits of RRSPs

Feb 13, 2018

An RRSP is a great way to save for retirement while sheltering your money from taxes. Here are five tax benefits of investing in RRSPs....

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