Become a Meridian Wealth Member

Grow your wealth and your financial confidence

Why become a Meridian Wealth Member?

At Meridian, we’ll help you grow your wealth, while building financial confidence. With expert financial planning advice, along with industry-leading tools and resources, we’ll help you feel supported, empowered, and optimistic about the future.

Expert Financial Planners

A Meridian Financial Planner will work with you to define your goals and build a plan to get you where you want to be.

Our Members are owners

Our Members are more than customers; as a Member, you are an owner, and you have a say in how our financial institution is run.

Personalized advice, with robust digital tools

We support our personalized financial planning advice with best-in-class technology to enhance our Member experience.

How to become a Meridian Wealth Member

There are several ways to become a Meridian Wealth Member. You can become a Member online when you purchase new investments, or when you open an account and start an investment plan. If you’d prefer to speak to someone in person, simply visit a branch in your area. Alternatively, give our Contact Centre a call to get started.

Discover Financial Planning at Meridian

A Meridian Financial Planner will take the time to understand your goals, your priorities, and your unique circumstances. They will help to build a personalized financial plan with your objectives and timeline in mind, offering both peace of mind and a sense of direction.

Learn more about Financial Planning at Meridian

FIND A FINANCIAL PLANNER

Speak to a Financial Planner over the phone

If you’d like to speak directly with a Meridian Financial Planner, simply give us a call. Our Contact Centre will put you in touch with an expert advisor, close to home. Alternatively, you can visit a branch in your area.

CALL US: 1-866-592-2226

More great reasons to become a Meridian Wealth Member

Three mature friends with tablet discussing in kitchen

Her Cents: Empowering women with financial advice

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.

EXPLORE HER CENTS

Investments that align with your values

Build your portfolio while making a difference. Responsible investing (RI), is the practice of investing in brands that are committed to a sustainable future. These companies focus on the environment, as well as social and governance considerations like human rights, employee diversity, and more.

DISCOVER RESPONSIBLE INVESTING

Monthly Market Insights

Want to stay up to date on what’s happening in the financial markets? Meridian Wealth offers Monthly Market Insights, offering the latest data and opinions on factors impacting your investments, along with advice for making the best decisions for your portfolio.

GET THE LATEST UPDATES

Already a Wealth Member?

Sign in to Meridian Online Banking to open a new chequing or savings account, invest in one of our GICs, or apply for a mortgage or credit card. For quick answers to your money questions, see our tools and calculators.

Linking your personal and wealth accounts

As a Meridian Wealth Member, it’s easy to see all of your Meridian banking and investments in one place. Simply sign in to online banking and follow simple steps to link your Meridian Wealth accounts to your profile.

Guide to linking your accounts

Questions? There are plenty of ways to get in touch

FIND A BRANCH OR ADVISOR CALL US: 1-866-592-2226 BOOK AN APPOINTMENT

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

Online brokerage services are offered through Qtrade Direct Investing. Qtrade Direct Investing and Qtrade Guided Portfolios are divisions of Aviso Financial Inc.