Maintain control of your investments
Meridian is suited for investors who prefer to have control of their investment decisions. As your trusted Investment Advisor, I will provide you with advice and guidance to help you make informed choices for your portfolio to help assist with achieving your investment objectives.
Enjoy pricing flexibility
Clients can consolidate their registered and non-registered accounts, as well as other qualifying accounts across the household, to lower the overall annual fee. The Meridian provides price flexibility through the availability of different fee structures, which are tailored to meet your needs and provide full transparency of costs. The fees payable for non-registered accounts may be tax deductible and there is no administration fee for registered accounts.