Our Services

At MERITEX, we’re committed to providing financial solutions that fit your lifestyle, protect what matters most, and help you build

a secure future. Whether for personal, family, or business needs, our goal is to provide tailored advice backed by trusted expertise.

Explore our services below and discover how we can support you every step of the way.

Insurance Solutions

Savings & Investments

Loans & Financial Strategies

Life Insurance

Term, permanent, or hybrid protection tailored to your needs

RRSP

Retirement savings with tax benefits

Investment Loans

Use smart leverage to grow your capital

Auto & Home Insurance

Coverage for your vehicle, property, and personal liability

FHSA

First-time homebuyer savings

Lines of Credit

Personalized, flexible borrowing

Dental Insurance

Reimbursements for cleanings, exams, and dental treatments

TFSA

Flexible, tax-free investment growth

Mortgage Loans

Home financing strategies

Salary Insurance

Monthly income replacement in case of disability

RESP

Education savings for children

First-Time Homebuyer Strategies

Maximize FHSA, HBP, and tax credits

Critical Illness Insurance

Lump sum payment if diagnosed with a serious illness

RRIF

Convert your RRSP into retirement income

Insolvency Support

Help with consumer proposals and bankruptcy

Health Insurance

Extended medical coverage not included in provincial plans

Non-Registered Investments

Open investment accounts

Succession Strategies

Plan the transfer of your estate or business

Business Overhead Insurance

Covers fixed expenses if you're unable to operate your business

Segregated Funds & GIOs

Capital-protected investments available to FSAs in Quebec

Commercial Insurance

Protection designed for entrepreneurs and companies

Some services may be offered through licensed third-party professionals, in compliance with AMF regulations.

Our Partners

We’re proud to work alongside a network of respected industry partners who share our commitment to quality, integrity, and client-focused

service. Through these valued partnerships, we’re able to offer a broad range of trusted financial solutions, giving our clients access to some

of the most recognized names in the industry.

MERITEX delivers trusted, merit-based financial

advice with real conversations, tailored solutions,

and in-person support across Greater Montreal.

Contact

© 2025 Meritex. All rights reserved. Unauthorized use or reproduction is prohibited.

Our Services

At MERITEX, we’re committed to providing financial solutions that fit your lifestyle, protect what matters, and help you build a secure future.

Insurance Solutions

Life Insurance

Term, permanent, or hybrid protection

tailored to your needs

Auto & Home Insurance

Coverage for your vehicle, property,

and personal liability

Dental Insurance

Reimbursements for cleanings, exams,

and dental treatments

Salary Insurance

Monthly income replacement in

case of disability

Critical Illness Insurance

Lump sum payment if diagnosed with

a serious illness

Health Insurance

Extended medical coverage not included

in provincial plans

Business Overhead Insurance

Covers fixed expenses if you're unable to

operate your business

Commercial Insurance

Protection designed for entrepreneurs

and companies

Savings & Investments

RRSP

Retirement savings with tax benefits

FHSA

First-time homebuyer savings

TFSA

Flexible, tax-free investment growth

RESP

Education savings for children

RRIF

Convert your RRSP into retirement income

Non-Registered Investments

Open investment accounts

Segregated Funds & GIOs

Capital-protected investments available

to FSAs in Quebec

Loans & Financial Strategies

Investment Loans

Use smart leverage to grow your capital

Lines of Credit

Personalized, flexible borrowing

Mortgage Loans

Home financing strategies

First-Time Homebuyer Strategies

Maximize FHSA, HBP, and tax credits

Insolvency Support

Help with consumer proposals and bankruptcy

Succession Strategies

Plan the transfer of your estate or business

Our Partners

We’re proud to partner with respected industry leaders who share our commitment to quality and client-focused service, providing access to trusted financial solutions.

Contact

514-653-5377

[email protected]

6900 Decarie Blvd., Suite 3160PP

Côte Saint-Luc, QC, H3X 2T8 (Carré Décarie)

© 2025 Meritex. All rights reserved.