Wealth Management
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.
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
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