Wealth Management
Around here, advice is for everyone
Work with one of our expert Financial Planners or invest for yourself online. Either way, Meridian Wealth has the advice and the tools to help grow your wealth and your financial confidence.
Financial planning
Get the expert advice you need, for the future you want
Work with a Meridian Financial Planner. Together, you’ll build a personalized plan to reach your financial goals.
Direct investing
Manage your investments online, with confidence
We’ve partnered with Qtrade Direct Investing® to give you the confidence to buy and sell stocks, bonds, ETFs, and mutual funds – with low trading fees.
Advice
Around here, women get the best advice possible
From raising families to raising funding for businesses, women face unique financial challenges. Our experienced Financial Planners are passionate about helping women gain confidence and live their best lives.
You said it
”All of a sudden, all of the things I loved and cared about most for the business, were being reflected back to me as information that the community felt the same way about what we were doing.”
Melanie Côté
Member Since 2021
Owner, Do Good Donuts
Around here, your financial confidence matters.
Grow your wealth with a partner who puts your goals and your well-being first.