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AROUND HERE, FINANCIAL PLANNING IS FOR EVERYONE

AROUND HERE, FINANCIAL PLANNING IS FOR EVERYONE

Grow your financial confidence

Whether you’re just starting out, growing your wealth, or enjoying retirement, you deserve support in your financial journey.

With expert financial planning advice and industry-leading tools and resources, Meridian Wealth will help you focus on what’s meaningful to you. Together we’ll create a financial plan that’s based on your aspirations and aligned with your personal values.

Two great limited-time offers

Get up to $250 with a NEW pre-authorized contribution

How it works:

  • Open an account at Aviso Wealth through Meridian and make an initial deposit of at least $250.
  • 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.
  • Account types that are eligible for this offer include both registered (e.g., RRSP, TFSA, RRIF, or FHSA) and non-registered investment accounts.
Get this offer

Get up to $750 when you transfer funds

How it works:

  • Transfer a minimum of $7,500 by August 31, 2024 to Aviso Wealth through Meridian.
  • We’ll give you a 1% cash bonus of up to $750 on the funds you transfer.
  • Account types that are eligible for this offer include both registered (e.g., RRSP, TFSA, LIRA, RRIF or FHSA) and non-registered investment accounts.
Get this offer

Around here, we support your financial goals

Awaken optimism and reach your goals with Meridian Financial Planning

At Meridian, our financial planners take the time to understand your goals, priorities, and unique circumstances. Then we build personalized financial plans that align with your objectives and timeline, offering both peace of mind and a sense of direction.

Wherever you are on your financial journey, we’ll provide the expert guidance you need to reach your goals with confidence.

Learn more

Trade online with confidence

Looking for investments with a little more independence? Our partnership with Qtrade Direct Investing® gives you access to one of Canada's top digital investing platforms. Qtrade offers direct investing with exceptional value, a wider range of investments, and tools and resources to help you manage your portfolio. For some help along the way, Qtrade Guided Portfolio® let you access fully-automated professionally designed investment portfolios with continuous oversight.

Learn more

Mutual funds and other securities are offered through Aviso Wealth. Online brokerage services are offered through Qtrade Direct Investing. Aviso Wealth, Qtrade Direct Investing, and Qtrade Guided Portfolios are divisions of Aviso Financial Inc.