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Working with a Financial Planner

Working with a Financial Planner

What can a Meridian Financial Planner do for you?

Your Meridian Financial Planner will work with you to determine where you are in your financial journey, and put a personalized plan in place to help you reach your goals.

Getting started early can make a big difference over time

Whether you’re a recent graduate starting out or further along in your career, now is the time to think about your finances. The sooner you create a financial plan, the greater the advantage later in life. Things to consider:

  • Should I contribute to a TFSA or an RRSP?

  • How much of my salary should I be saving?

  • What’s the best way to pay down my student debt?

  • What’s the best way to save for my first home?

Reaching your life goals

What matters to you in life shapes your financial decisions. A financial plan keeps what matters to you – your goals, and aspirations – at the forefront. We’ll work with you to build your plan, your financial knowledge and your confidence.


Choosing the right investments


Your choices are unique to you, and they will evolve over time as your situation changes. Your advisor can help you choose the right investments for your personal situation, risk tolerance and timeline.

Preserving your wealth and estate

You’ve worked hard to grow your wealth, and keeping your legacy intact for your family and loved ones is important to you. We’ll help you build tax-efficient strategies to preserve and optimize your estate.


Rebuilding and regaining confidence


Job loss, health issues and other setbacks can throw your financial plan off course. Making sound decisions about what happens next can get you back on track. We’ll work with you to determine your options and set new goals.

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 Finanical Planner 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 Financial Planner in your area or drop us a line and we’ll call you. Alternatively, book an appointment to meet virtually with one of our Financial Planners, or call us directly at 1-833-905-1515.

Find a Financial Planner   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.