Get a cash bonus of up to $750*
Two great options for a cash bonus from Meridian Wealth
No matter how you save, we have a great offer for you this summer. Pick your cash bonus option, sit back, and watch your savings grow.
Option 1: Up to $750
Get up to $750* when you transfer at least $7,500 to Aviso Wealth through Meridian.
Option 2: Up to $250
Get up to $250† when you open a mutual fund account at Aviso Wealth through Meridian and set up a pre-authorized contribution (PAC).
Option 1: Get up to $750* when you transfer funds.
When you move at least $7,500 from another financial institution to Aviso Wealth through Meridian, we'll boost your savings with a 1% cash bonus.
$7,500
Transfer a minimum of $7,500 by September 30, 2025 to Aviso Wealth through Meridian.
1% bonus
We’ll give you a 1% cash bonus of up to $750 on the funds you transfer.
Eligible accounts
Account types that are eligible for this offer include both registered (e.g., RRSP, TFSA, or FHSA) and non-registered investment accounts.
Note: You also can get this offer if you already have a wealth account. Simply transfer at least $7,500 to an investment account you already have with Aviso Wealth through Meridian.
Option 2: Earn a bonus of up to $250† with a new pre-authorized contribution (PAC)
Open a mutual fund account at Aviso Wealth through Meridian and make an initial deposit of at least $250. Then, set up an automatic monthly contribution (i.e., deposit) for as little as $25, for a minimum of 3 months. We'll give you a cash bonus (of up to $250) and add it as a one-time bonus to your account based on the amount of your automatic monthly contribution.
$250
The maximum cash bonus you can earn, depending on your monthly contribution ($25 to $250 per month).
Eligible accounts
Account types that are eligible for this offer include both registered (e.g., RRSP, TFSA, or FHSA) and non-registered investment accounts.
When do I get my bonus?
After 3 months, you get a one-time cash bonus, based on the amount of your automatic contribution.
How much is my bonus?
| Monthly deposit | One-time bonus value |
|---|---|
| $25 to $49 per month | $25 |
| $50 to $99 per month | $50 |
| $100 to $249 per month | $100 |
| $250 or more per month | $250 |
Note: You're not eligible for this offer if you already have an account at Aviso Wealth through Meridian.
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Frequently asked questions
Aviso Wealth is a key partner of Meridian Credit Union, providing mutual funds and other securities through its services. It operates as a division of Aviso Financial Inc., which also includes Qtrade Direct Investing®.
This partnership allows Meridian to offer a comprehensive suite of wealth management solutions to Members, enhancing your financial planning and investment options.
- Register for the offer with a Meridian employee between July 2 and September 30, 2025 (in branch, over the phone, or by booking a meeting online).
- Transfer at least $7,500 in qualifying assets from another Canadian financial institution into an eligible Aviso Wealth account through Meridian.
- Keep the transferred amount in the account until at least February 28, 2026.
- Open a new qualifying account with Aviso Wealth through Meridian
- Make a one-time initial deposit of at least $250.
- Set up a new recurring Pre-Authorized Contribution (PAC) of at least $25/month.
- Maintain the PAC and keep the funds in the account for three consecutive months.
If eligible, the bonus will be deposited into your qualifying account by February 28, 2026. For the full payout schedule, refer to Terms and Conditions for 1% offer.
For the full payout schedule, refer to Terms and Conditions for PAC offer
A pre-authorized contribution (or PAC) is a recurring automated withdrawal that transfers a pre-specified amount of money from your bank or credit union account into an investment account (i.e., RRSP, TFSA, non-registered, etc.).
They will be contributed to the investment product(s) that your financial planner recommends.
No. There are no fees associated with setting up a pre-authorized contribution (PAC).
No. The cash bonus is credited as a sheltered deposit and will not impact your contribution limits.
For the full payout schedule, refer to Terms and Conditions for PAC offer
Qtrade Direct Investing® is a Canadian online brokerage platform that empowers individuals to manage their own investments. Launched in 2000 through a partnership with credit unions, it was built to provide accessible tools and education for self-directed investors. Today, Qtrade Direct Investing® continues to evolve with innovative features, competitive pricing, and a focus on helping users invest with confidence.
Prefer getting your offer in person?
Visit us in branch and mention this offer – we can help you discover the Meridian difference.