Working with a Wealth Advisor
What can a Meridian Advisor do for you?
Your Meridian advisor will work with you to determine where you are in your financial journey, and put a personalized plan in place to help you reach your goals. It starts with a conversation – one that will change your misconceptions about wealth. You’ll feel supported, empowered, and optimistic about the future.
Getting started early can make a big difference over time
Whether you’re a recent graduate starting out or further along in your career, now is the time to think about your finances. The sooner you create a financial plan, the greater the advantage later in life. Things to consider:
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 my student debt?
What’s the best way to save for my first home?
Building wealth gradually with your financial plan as a guide
Your priorities, challenges and milestones shape your financial plan. Your advisor will work with you to monitor your progress, and pivot when things change. Things to consider:
How much do I need to save for retirement?
What is a diversified portfolio?
Can I afford to change careers?
How can I plan for a growing family and my children’s education?
Financial planning and retirement preparedness
Financial planning doesn’t stop at retirement. As you work toward this milestone, keep in mind that monitoring spending and minimizing taxes continues into retirement and beyond. Things to consider:
How much money do I need to maintain my lifestyle in retirement?
What is the best way to structure retirement income so I don’t lose any benefits or credits?
How can my spouse and I minimize taxes?
How can I distribute my legacy to my loved ones?
Reaching your life goals
What matters to you in life shapes your financial decisions. A financial plan keeps what matters to you – your goals, and aspirations – at the forefront. We’ll work with you to build your plan, your financial knowledge and your confidence.
Choosing the right investments
Your choices are unique to you, and they will evolve over time as your situation changes. Your advisor can help you choose the right investments for your personal situation, risk tolerance and timeline.
Preserving your wealth and estate
You’ve worked hard to grow your wealth, and keeping your legacy intact for your family and loved ones is important to you. We’ll help you build tax-efficient strategies to preserve and optimize your estate.
Rebuilding and regaining confidence
Job loss, health issues and other setbacks can throw your financial plan off course. Making sound decisions about what happens next can get you back on track. We’ll work with you to determine your options and set new goals.
Connect with us
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.
Already a Wealth Member?
If you’re already a Meridian Wealth Member, simply sign in to online banking, where you can open a new Wealth account or leave contact details for your Advisor to reach you.
New to Meridian Wealth?
Welcome! We’re so glad you’re here. Use our location database to find a Meridian Wealth Advisor in your area or drop us a line and we’ll call you. Alternatively, book an appointment to meet virtually with one of our Wealth Advisors, or call us directly at 1-833-905-1515.
Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.