Skip to main content
Become a Wealth Member

Wealth Management

The First Home Savings Account (FHSA)

Now available through Meridian Wealth

What is wealth management?

Put simply, wealth management is the process where a Financial Planner – someone with financial planning expertise or professional accreditation – works with you to manage your assets and investments. Typically, your financial advisor will help you establish goals and create a customized plan to manage and grow your finances. 

At Meridian, we believe that wealth management is for everyone. Building wealth is based on your individual definition, and it should reflect your personal goals. With options, tools, and resources to suit any type of investor, at Meridian Wealth Management you’ll feel supported, empowered, and optimistic about the future.

A man smiles as he shakes hands with his advisor
Work with a Financial Planner

A Meridian Financial Planner will work with you to define your goals and build a plan to get you where you want to be. From RRSPs and Tax Free savings accounts to education savings and estate planning, your Financial Planner will arm you with the tools you need to be informed, and to make smart financial decisions.

A woman icon with a comment logo
Her Cents: Empowering women with financial advice

Women often have very different financial experiences and needs than men. At Meridian, we’re dedicated to making sure women have the resources and advice they need to feel confident about their finances. Explore our collection of articles, videos, and podcasts to learn how to take control of your financial life.

A piggie bank behind a column of gold coins
Invest in a better world

Build your portfolio while making a difference. RI or Responsible Investing, is the practice of investing in brands that are committed to a more sustainable future. These are companies that focus on the environment, as well as social and governance considerations like human rights, employee diversity, and more.


Investing options and resources

A man smiles while using his phone to make trades
A bar chart and pie chart on a mobile screen
Invest for yourself, online

If you're interested in making your own investment decisions, we’ve partnered with Qtrade Direct InvestingTM, one of Canada’s top-rated online brokers. For do-it-yourself investors, Qtrade offers exceptional value and service. Choose from a wide range of investments including stocks, ETFs, mutual funds, bonds and more.

A woman in her kitchen drinks coffee
a magnifying glass on a bar chart
Market insights and advice

Stay informed and up to date on what’s happening in the financial markets. Get the latest data and opinions on factors impacting your investments, and advice for making the best investment decisions.


Hear what our Members are saying

"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

"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

"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

Connect with us

Feeling good about your wealth starts with a conversation. Reach out, find a Financial Planner, book a virtual appointment, or drop us a line and we’ll get in touch with you. We’d love to talk. 



Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

Online brokerage services are offered through Qtrade Direct Investing. Qtrade Direct Investing and Qtrade Guided Portfolios are divisions of Aviso Financial Inc.