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Meehan Wealth Advisors
Meehan Wealth Management Inc. is an insurance-based financial planning and management practice working with top Canadian insurers and financial companies for...
Overview
Meehan Wealth Management Inc. is an insurance-based financial planning and management practice working with top Canadian insurers and financial companies for insurance wealth management and estate planning. The firm coordinates and provides funding for intergenerational transfers of wealth for Canadian families and businesses. It offers mutual fund solutions through its dealer, Quadrus Investment Services, and uses a process to create, protect and transfer a legacy of wealth in a tax-efficient, private and personal manner.
General information
Firm type
Multi Family Office
Year founded
2014
Location
Country
Canada
City
Unionville
Principals
Michael Meehan
Sector focus
Frequently asked questions
What is the minimum net worth required to work with Meehan Wealth Advisors?
This information is not publicly disclosed. Many RIAs serving ultra-high-net-worth families require a minimum of $10–$50 million in investable assets, but without official documentation, the threshold remains unconfirmed. No public filings or statements provide a figure.
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