At MERITEX, we help individuals and families make smarter financial decisions — whether it’s choosing the

right insurance, planning for retirement, or getting back on track after financial challenges.

We’re a merit-based financial advisory firm that believes in real conversations, tailored advice, and clear

guidance. We work hard to earn your trust, and we believe every client deserves service that reflects

professionalism, integrity, and real results.

While we offer online meetings based on client preference, we strongly believe in the value of face-to-face

support — especially when it comes to important financial matters. That’s why we’ve built our reputation

around being available, accessible, and present.

Our journey began with a retail kiosk at Decarie Square (Carré Décarie), where we’ve proudly served thousands

of clients on the spot, cutting through long phone queues and offering clear, direct financial advice.

Based on client feedback, we opened our private office in the same mall — a location that sits in the heart of

Greater Montreal, perfectly connecting both the South Shore and North Shore.

We work with some of the most trusted insurance and investment companies in Canada — including Desjardins,

Beneva, BMO, and more, offering our clients access to institutions with over 100 years of combined experience.