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Become a Wealth Member
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Become a Wealth Member

Wealth Management

The First Home Savings Account, now available from Meridian Wealth
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What is wealth management?

Put simply, wealth management is the process where a Financial Planner – someone with financial planning expertise or professional accreditation – works with you to manage your assets and investments. Typically, your financial advisor will help you establish goals and create a customized plan to manage and grow your finances. 

At Meridian, we believe that wealth management is for everyone. Building wealth is based on your individual definition, and it should reflect your personal goals. With options, tools, and resources to suit any type of investor, at Meridian Wealth Management you’ll feel supported, empowered, and optimistic about the future.

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Work with a Financial Planner
A Meridian Financial Planner 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 Financial Planner will arm you with the tools you need to be informed, and to make smart financial decisions.
EXPLORE FINANCIAL PLANNING
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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
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Invest in a better world
Build your portfolio while making a difference. RI or Responsible Investing, is the practice of investing in brands that are committed to a more sustainable future. These are companies that focus on the environment, as well as social and governance considerations like human rights, employee diversity, and more.
DISCOVER RESPONSIBLE INVESTING

Investing options and resources

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Invest for yourself, online
If you're interested in making your own investment decisions, we’ve partnered with Qtrade Direct Investing, one of Canada’s top-rated online brokers. For do-it-yourself investors, Qtrade offers exceptional value and service. Choose from a wide range of investments including stocks, ETFs, mutual funds, bonds and more.
EXPLORE QTRADE DIRECT INVESTING
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Market insights and advice
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.
EXPLORE MARKET INSIGHTS

Learn more about investing

What does a wealth advisor do?
What does a Financial Planner do?
Wealth Management Perspectives
Wealth Management Perspectives: a Q&A with Dilys D’Cruz, Senior Vice President Wealth at Meridian
What kind of investor are you?
What kind of investor are you?

Hear what our Members are saying

"Staff are always friendly, accommodating, and efficient. Special mention goes out to Suzanne Jones for her expert advice and support in helping us achieve our goals." 

– Meridian Member, Aurora

"We feel as though we have found a true professional. We've had many financial advisors at many different banking institutions and Dan Carbone is by far the best. He's an amazing asset for Meridian." 

– Meridian Member, Niagara Falls

"My financial planner, Maryam Mahdavifar, is amazing! She’s always staying on top of my investments and her advice has been spot on. Also, as a senior, I really appreciate the easy online banking and no banking fees."

– Meridian Member, Niagara Falls

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Connect with us

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


FIND A FINANCIAL PLANNER  REQUEST A CALL  BOOK AN APPOINTMENT  CALL US: 1-866-592-2226