Annie Wang

My goal during every Member meeting is to understand what is important to you and how I can help you achieve your goals. I take a holistic approach to investment planning that encompasses all aspects of your life to give you and your family complete peace of mind, even during times of economic or personal uncertainty.

I graduated from the University of Toronto with a Bachelor of Commerce in Finance and Marketing with a minor in Economics. I have since received my Responsible Investing Specialist designation (RIS®), Chartered Investment Manager designation (CIM®), and Certified Financial Planner designation (CFP®).

Before joining the Meridian team, I worked as a financial advisor at one of the big banks and then gained experience with a full-service wealth brokerage as an investment associate. I’m licensed as a registered representative, allowing me to build a personalized combination of stocks, bonds, ETFs, mutual funds, and/or private wealth solutions that best suit your needs.

I grew up in Halifax, Nova Scotia, where I swam competitively in the winters and spent my summers volunteering at the local hospital. Since moving up to Bruce County, I’ve enjoyed getting to know this community, exploring the trails and lakes, and learning how to golf.

As your local Meridian Financial Planner, I look forward to getting to know you and helping you reach your financial goals.

CIRO Advisor Report

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.