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Member testimonials

Member testimonials

What our Members say about Meridian

We’re always asking for feedback from our Members. It’s part of our commitment to helping all Canadians build better lives. We’re here to support Members with the goals and questions they have now, as well as all the what ifs in their future. 

Here’s what our Members have to say about Meridian.

"My financial planner, Maryam Mahdavifar, is amazing! She’s always staying on top of my investments and her advice has been spot on. Also, as a senior, I really appreciate the easy online banking and no banking fees."

– Meridian Member, Niagara Falls

"The banking experience is more personal than at Canada's big banks. You can feel it when you enter one of the banking facilities and when you interact with the associates behind the counter, the financial advisors, and other senior staff."

– Meridian Member, Mississauga

"We feel as though we have found a true professional. We've had many financial advisors at many different banking institutions
and Dan Carbone is by far the best. He's an amazing asset for Meridian. 

– Meridian Member, Niagara Falls

"Excellent customer service and a special thank you to Amber Lundin, who has gone above and beyond the call of duty. She's always willing and ready to answer all my questions. She's a true example and an excellent role model and an asset to your company."

– Meridian Member, Toronto

"We’ve had excellent service. The staff is helpful and very friendly. They take time to help with any concerns. We often have a laugh with them when we are finished our business. Our financial advisor, Jordan Damiani, has been very helpful and listens to our concerns and needs. Seniors are often brushed off, but not at Meridian."

– Meridian Member, St. Catharines

"I’m always satisfied with my financial advisor Nancie Taylor, and her support and honest approach to handling my portfolio. My daughter moved some of her investments to Meridian after meeting with Nancie."

– Meridian Member, Port Colborne

"Staff are always friendly, accommodating and efficient. Special mention goes out to Suzanne Jones for her expert advice and support in helping us achieve our goals."

– Meridian Member, Aurora

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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.

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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.