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What can a Meridian Advisor do for you?

Your Meridian advisor will work with you to determine where you are in your financial journey, and put a personalized plan in place to help you reach your goals. It starts with a conversation – one that will change your misconceptions about wealth. You’ll feel supported, empowered, and optimistic about the future.


Wealth advice, for everyone

Getting started early can make a big difference over time

Whether you’re a recent graduate starting out or further along in your career, now is the time to think about your finances. The sooner you create a financial plan, the greater the advantage later in life. Things to consider:

  • Should I contribute to a TFSA or an RRSP?

  • How much of my salary should I be saving?

  • What’s the best way to pay down my student debt?

  • What’s the best way to save for my first home?

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Building wealth gradually with your financial plan as a guide

Your priorities, challenges and milestones shape your financial plan. Your advisor will work with you to monitor your progress, and pivot when things change. Things to consider:

  • How much do I need to save for retirement?

  • What is a diversified portfolio?

  • Can I afford to change careers?

  • How can I plan for a growing family and my children’s education?

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Financial planning and retirement preparedness

Financial planning doesn’t stop at retirement. As you work toward this milestone, keep in mind that monitoring spending and minimizing taxes continues into retirement and beyond. Things to consider:

  • How much money do I need to maintain my lifestyle in retirement?

  • What is the best way to structure retirement income so I don’t lose any benefits or credits?

  • How can my spouse and I minimize taxes?

  • How can I distribute my legacy to my loved ones?

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How we can help

Reaching your life goals

What matters to you in life shapes your financial decisions. A financial plan keeps what matters to you – your goals, and aspirations – at the forefront. We’ll work with you to build your plan, your financial knowledge and your confidence.



Preserving your wealth and estate

You’ve worked hard to grow your wealth, and keeping your legacy intact for your family and loved ones is important to you. We’ll help you build tax-efficient strategies to preserve and optimize your estate.




Choosing the right investments

Your choices are unique to you, and they will evolve over time as your situation changes. Your advisor can help you choose the right investments for your personal situation, risk tolerance and timeline.



Rebuilding and regaining confidence

Job loss, health issues and other setbacks can throw your financial plan off course. Making sound decisions about what happens next can get you back on track. We’ll work with you to determine your options and set new goals.


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Feeling good about your wealth starts with a conversation. Reach out, find an advisor,
or drop us a line and we’ll get in touch with you. We’d love to talk.

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Legal

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.