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Investment Advice for Beginners - Long Term Investing

Your investing journey starts here

Get a cash bonus of up to $250* when you set up a pre-authorized contribution

Get this offer

How to invest when you’re just starting out? Meridian can help.

As a new investor, you may be wondering how to invest, how to plan for expenses, or how to save money while managing a higher cost of living. At Meridian, we’re here to help. As a credit union, we offer a full range of financial products and services, with a personal focus on our Members.

Whether you're finishing school or building your career, we’ll help you build confidence with practical tips and long term investing advice.

Get to know Meridian

A middle aged Black man with beard is standing at a kitchen island. He is holding a baby and looking at a laptop. A middle aged Asian woman is standing beside him, washing dishes.
Why start a regular investment plan?

Wondering how to invest while paying your expenses? You’re not alone. Our recent in-depth survey found that 70% of Millennials and 82% of Gen Zs feel uncertain about their financial futures.

That’s why it’s important to start early. Regular, long term investing builds good habits, while allowing you to earn compound interest throughout the year. It also offers flexibility, by allowing you to set aside small amounts of money at a time.

See how Millennials think about money

Get a cash bonus of up to $250* when you set up a pre-authorized contribution

What if you could give your investments a head start? Build your savings and your financial confidence by taking advantage of our special offer. 

Here's how it works:

  • Open a registered mutual fund account (i.e. add it to your RRSP, TFSA, RESP or RDSP) at Credential Asset Management Inc. or Credential Securities 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.

Get this offer

Ways to Invest: Financial Planner versus DIY

A smiling young woman with long dark curled hair and a white blazer is standing in an office against a brick wall, holding a tablet.

Work with a Meridian Financial Planner

When you meet with a financial planner, either in person at one of our branches or virtually, they'll show you how to invest with confidence. They’ll help you choose the right investments, while answering questions such as:

  • 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 student debt?
  • What’s the best way to save for my first home?
EXPLORE FINANCIAL PLANNING

Ready to take advantage of our special offer?

Interested in earning up to $250 when you open a registered mutual fund account and set up a pre-authorized contribution? To take advantage of this offer, use the form below to submit your details. We’ll contact you at a suitable time.

Alternatively, you can give us a call or book an appointment with one of our advisors.

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