Vice President, Senior Investment Advisor
Toll Free: 877-823-6205
885 West Georgia Street
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.