Meridian Wealth Planning is an independent, fee-based practice helping clients aged 45–65 build clear, stress-tested retirement plans — with no product bias and no hidden commissions.
I started Meridian Wealth Planning in 2006 after 8 years at a bank wealth management desk — where I watched too many clients receive advice shaped by product quotas rather than their actual needs.
As an independent, I work on a fee-only basis. I don't earn commissions. My income comes from you — which means my recommendations come from your situation, not a product shelf.
I specialize in retirement planning for Calgarians aged 45–65, particularly those navigating the transition from accumulation to drawdown — where the decisions get harder and the mistakes get more expensive.
Most Calgarians approaching retirement significantly overestimate how prepared they are — until they run the numbers. This assessment gives you an honest, scored picture across 5 dimensions of retirement readiness in under 3 minutes.
These are composite profiles illustrating how the Retirement Readiness Assessment works across different client situations — and what the advisor receives before each discovery call.
Names and details are illustrative examples. Not based on specific individuals.
Take the 3-minute Retirement Readiness Assessment and receive a personalized score — before you speak with anyone.
Check My Retirement Readiness →