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Wealth Management

Where investing feels good

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.

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

Her Cents: Empowering women with financial advice

Women often have very different financial experiences and needs than men. At Meridian, we’re dedicated to making sure women have the resources and advice they need to feel confident about their finances.

Explore our collection of articles, videos, and podcasts to learn how to take control of your financial life.

Discover Her Cents

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

Connect with us

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

Already a Wealth Member?

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

Sign in to online banking

New to Meridian Wealth?

Welcome! We’re so glad you’re here. Use our location database to find a Meridian Wealth Advisor in your area or drop us a line and we’ll call you. Alternatively, book an appointment to meet virtually with one of our Wealth Advisors, or call us directly at 1-833-905-1515.

Find an Advisor   Request a call   Book an appointment

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.