Skip Navigation

Contact Us

Andy Doyle
Ryan Lee
Pey-Ming Liu
Kelsey Martens

Tel: 604-631-2678

Address
885 West Georgia Street
18th Floor
Vancouver, BC
V6C 3E8
Map

Fee-Based Programs

Advice, recommendations and assistance – along with the choice of online trading – for one competitive, all-inclusive annual fee.

A Fee-Based approach allows you to have all of your investment solutions consolidated under one all-inclusive annual fee.

In addition, you will receive online access to investment information, details on your investment holdings and opportunities identified by our top-ranked* research team.

Who Is It For?

For those clients who want to maintain a degree of control over their investments but may not want the added responsibility of making day-to-day investment decisions.

The Meridian Program

Also see our Managed Asset Programs and Financial Planning products.