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Fresh Opportunity: join Meridian Wealth

Fresh Opportunity

Realize your goals when
you join Meridian Wealth

Meridian Wealth - Join our Team


Meridian Wealth is uniquely positioned to support your career as an investment advisor. Whether you are a new advisor looking for opportunities or an experienced advisor looking for a change, we’ll make your transition easy and continually support the growth or succession of your practice.

When you join the Meridian Wealth team, you’ll have access to a full suite of competitive wealth solutions through our partnership with Aviso Wealth Inc., a leading independent wealth services provider.

Peace of mind

We partner with trusted brands, enabling you to grow your business and serve Members with confidence.

Competitive compensation

Compensation that reflects your skill, experience, and the value of your practice upon transition.

Easy transition

For experienced advisors, a dedicated team offers seamless transitions, prioritizing one-on-one support and confidentiality.

Investment offerings

As an advisor, you want access to a wide range of first-class offerings and digital wealth tools. Through our partnership with Credential Securities and Credential Asset Management Inc., we offer a full suite of competitive wealth solutions

Among our investment offerings are:

  • A wide range of mutual funds

  • Fee-based managed solutions, including exclusive discretionary and non-discretionary accounts

  • Responsible investing through NEI Investments

  • Digital wealth offerings, such as Qtrade Direct Investing® and Qtrade Guided Portfolios®

A seamless transition

Are you an experienced advisor, looking to transition your client portfolio? Our transition process is designed to deliver the peace of mind you deserve. We prioritize confidentiality and allow time to make sure we’re a good fit.

 

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Interviews

Our process starts with a series of meetings to get to know one another better. You’ll discover the benefits of becoming a Meridian advisor while we learn about your goals and experience.

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Agreement

Once you decide to join Meridian Wealth, we’ll draft the documents required to move forward.



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Transition planning

The transition of your practice to Meridan Wealth will be guided by a robust project plan. At your pace and on your schedule, we’ll help transition your accounts with continuous oversight from your full-time transition team.

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Welcome onboard

Once your move is complete, you’ll continue to have support through our operations, service, and transition teams.


CONTACT US

Meet our leadership team

Adam Riggin
PFP®, RIS

Regional Vice President at Meridian Credit Union | 35 years of experience | GTA

Many people think the job of a financial planner is all about money. To me, nothing could be further from the truth. The work of a financial planner is all about relationships – getting to know your Members, understanding their needs and goals, and only then educating them on the products and services that can help them reach their financial objectives.

Adam.Riggin@meridiancu.ca

Kavaughn Boismier
CFP®, PFP®, RIS, FCSI

Regional Vice President at Meridian Credit Union | Investment Advisor at Credential Securities | 16 years of experience | Ontario North East + Windsor Essex County + Ottawa

After spending nearly 16 years in the Finance and Wealth Management sector, I am so proud to have found a home with Meridian Wealth. My time here has flown by. It has been some of the most engaging, fulfilling, and meaningful work I’ve ever had the privilege of doing, and I wake up feeling blessed to be here every day!

Kavaughn.Boismier@meridiancu.ca

Gregory Darton
PFP®, EPC, RIS, CPCA, FCSI

Regional Vice President at Meridian Credit Union | Mutual Fund Investment Specialist at Credential Asset Management Inc. | 14 years of experience | Private Wealth across Ontario

In 2018, I joined Meridian Wealth because I saw an organization that was focused on creating an exceptional experience for both Members and employees. Five years later, I can confidently say it was the right decision. At Meridian, a positive, engaging culture allows employees to thrive, while delivering peace of mind, relief, and optimism to our Members.

Greg.Darton@meridiancu.ca

Reg Ratnanandan
CFP®, CIM, FCSI, RIS, RRC

Regional Vice President at Meridian Credit Union | 27 years of experience | GTA West + Southwestern Ontario

One of the main reasons I joined the Meridian Wealth team, after twenty-three years with another financial institution, was its culture. Meridian is truly a Member and employee-centric organization that cares about the communities it serves. Within Meridian Wealth, we sincerely strive to help our Members achieve their best lives by being an inclusive, transparent, and Member-focused financial partner.

Reg.Ratnanandan@meridiancu.ca

Contact us