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Established in 2014, Meraki Financial Services has offered holistic financial management services to every Canadian resident, citizen, and corporation by utilizing our experience and professionalism. With access to our highly technical investment platforms, you are able to keep in touch with the latest news and movements in the markets around the world. This also enhances our ability to manage all aspects of your financial matters. Meraki is a one-stop shop for all financial services. This enables our clients to receive all financial aid and advice with ease. 

We recognize that trust is imperative. We prioritize building and maintaining long term relationships with our clients through assurance, conviction, and performance. By regularly hosting group conferences, we hope you gain some financial knowledge which will help you and your family acknowledge the importance of financial planning. 

It is important to us to have a full understanding of each client's distinctive situation and circumstances. This allows our team to construct exclusive strategies that are unique and suitable for our client's financial situation which includes Wealth accumulation, Retirement, and Estate planning.

Conference Room
Marble Surface


I’ve been a client of Agnes and her team for several years. I’ve been impressed with the variety products she was able to offer compared to my previous bank...

John Sun (Vancouver)


10271 Shellbridge Way Unit 218, Richmond, BC V6X 2W8, Canada

+1 (833) 218-0006

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