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Learn more about our privacy practicesMeet the dedicated team members who help Canadians navigate their banking needs with expertise and care
Published on October 28, 2024
With 12 years of experience in financial planning, David specializes in helping Canadian families plan for major life events and achieve their retirement goals. His comprehensive approach to financial wellness has guided hundreds of families through mortgage planning, education savings, and retirement preparation.
David's expertise in tax-efficient investment strategies and his deep understanding of Canadian retirement programs like RRSPs and TFSAs make him an invaluable resource for clients at Meridian. He takes pride in building long-term relationships and providing personalized guidance that adapts to each family's unique circumstances.
Amanda holds a Bachelor of Commerce from the University of British Columbia and has dedicated her career to supporting Canadian entrepreneurs. Over the past eight years, she has worked with over 200 small business owners, helping them navigate business banking solutions, merchant services, and commercial lending options.
Her passion for entrepreneurship and deep knowledge of business credit products, cash flow management, and payment processing solutions make her an essential partner for growing businesses. Amanda understands the unique challenges faced by Canadian small business owners and provides practical, actionable advice that drives business success.
Robert specializes in helping clients transition smoothly to online and mobile banking platforms. With exceptional patience and technical expertise, he has assisted thousands of Canadians in embracing digital banking solutions while maintaining the security and convenience they expect from Meridian.
Whether clients are setting up their first mobile banking app, learning to use e-transfers, or exploring advanced features like mobile cheque deposits and bill payments, Robert provides step-by-step guidance with clarity and understanding. His commitment to digital literacy has empowered countless clients to bank confidently in the modern era.
Lisa is dedicated to helping newcomers to Canada navigate the Canadian banking system with confidence. She assists new residents in opening their first Canadian bank accounts, understanding credit building, and accessing the financial services they need to establish themselves in their new home.
With fluency in multiple languages and a deep understanding of the challenges faced by new Canadians, Lisa provides compassionate, culturally sensitive support. She guides clients through documentation requirements, explains Canadian banking terminology, and helps them understand important financial concepts like credit scores, debit versus credit cards, and banking fees. Her expertise has helped hundreds of newcomers build strong financial foundations in Canada.
Our Commitment:Every member of our team at Meridian is dedicated to providing personalized banking solutions that meet the unique needs of Canadian families, businesses, and individuals. We combine professional expertise with genuine care to help you achieve your financial goals.