Your Wealth,
Strategically Managed

We work with a broad range of clients — from young professionals building their first investment portfolio to business owners planning an exit strategy, retirees managing complex estates, and families seeking to preserve intergenerational wealth. Our advisors tailor their approach to wherever you are in your financial journey.

There is no fixed minimum for our financial planning and consultation services. For discretionary wealth management, we typically work with investable assets of CAD $150,000 or above. However, we encourage you to reach out regardless — we can often recommend an appropriate starting point or refer you to our planning-only service if comprehensive management isn't yet the right fit.

We operate on a transparent, fee-only basis. Wealth management fees are charged as an annual percentage of assets under management, typically ranging from 0.60% to 1.00% depending on portfolio size and complexity. Financial planning engagements are available on a fixed-fee or hourly basis. We never earn commissions from product sales, which eliminates conflicts of interest.

Your first meeting is a complimentary 60-minute discovery session — available in-person at our Vancouver office or via secure video call. We use this time to understand your financial situation, goals, and concerns. There is no obligation, and no sales pressure. You leave with a clear sense of what working with Meridian would look like and whether we are the right fit.

Yes. Under our discretionary wealth management service, your dedicated portfolio manager has the authority to make investment decisions within your agreed mandate without needing approval for every trade. This allows us to respond swiftly to market conditions. You retain full transparency through our online portal and receive detailed quarterly performance reports.

Meridian Capital Advisors Ltd is a registered investment adviser operating in full compliance with applicable Canadian securities regulations. Client assets are held in custody with reputable, separately registered custodians — we never hold client funds ourselves. This segregation of assets provides an additional layer of protection independent of Meridian's operating finances.

Absolutely. Many clients come to us after feeling underserved or confused by their existing arrangements. We are happy to review your current portfolio, fee structure, and financial plan and provide an honest, independent second opinion. Transitioning to Meridian is straightforward — our team handles all administrative aspects of the transfer on your behalf.