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Your goals. Your aspirations. Your wealth.

Whether you’re just starting out or working to preserve your financial legacy, wealth advice and planning is for everyone. Your feelings about what is important in life shape your decisions – because investing is personal. Discover how your Meridian advisor can help you see your vision realized.

What is Wealth?

We believe that wealth management is for everyone. Wealth is based on your individual definition, and it should reflect your personal goals. Working with a Meridian advisor, you’ll feel supported, empowered, and excited about what the future can bring.

Meridian Wealth services – choose your investing journey

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Work with an advisor

Your Meridian Advisor will work with you to define your goals and build a plan to get you where you want to be.

From RRSPs and Tax Free savings accounts to education savings and estate planning, your advisor will arm you with the tools you need to be informed, and to make smart financial decisions.

Discover Meridian Advisor Services

Invest for yourself, online

If you're interested in making your own investment decisions, we’ve partnered with Qtrade Investor, one of Canada’s top-rated online brokers.

For Do-it-yourself investors, Qtrade Investor offers exceptional value and service. Choose from a wide range of investments including stocks, ETFs, mutual funds, bonds and more.

Get started with Qtrade Investor

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Market insights

Stay informed and up-to-date on what’s happening in the financial markets. Get the latest data and opinions
on factors impacting your investments, and advice for making the best investment decisions.

View all market updates

Investing and wealth planning resources

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Already a Member?

If you’re already a Meridian Member, simply sign in to online banking, where you can open a new account, or leave your contact details for an Advisor to reach you.

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New to Meridian?

Use our location database to find an Advisor in your area, or give us your contact details and we’ll get in touch with you.

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Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.