PERSPECTIVE, PASSION, IMPACT

INVESTMENT OPERATIONS & TECHNOLOGY CONSULTING

Meradia's Impact in Canada

Meradia is the North America leader in operations and technology consulting for the investment management industry. Since 1997, we have helped clients get big things done by delivering large-scale transformation with precision and impact.

Modernizing accounting, performance, and data systems touches every person, process, and platform in an organization. These complex initiatives demand proven expertise, and our consultants bring decades of front-to-back experience spanning trading, investment accounting, performance measurement, operations, and vendor platforms to anticipate risks, guide decisions, and keep projects on track.

We understand that every client is different. Asset Owners, Asset Managers, Wealth Managers, and OCIOs all bring a unique perspective to the investment process. Together, we streamline operations, unlock scale, and design future-ready solutions tailored to the unique aspects of each.

Beginning in Spring 2025, Meradia is dedicated to bring the same quality of work and service to the broader Canadian financial industry through innovation and collaboration.

When You Need

Meradia Canada Delivers

Strategy and Roadmap

We work with our clients to envision the future state of their front, middle and back offices to meet changing market demands. Translate visions into actionable roadmaps that deliver change in a predictable and controlled program.
Process Design & Change

Process Design & Change

Identify key areas and dependencies for overall systems integration considering future goal

Solution Design

Solution Design

Subject matter advisers with product, process, technical and practical experience

Vendor Assessment

Vendor Assessment

Comprehensive process to match potential vendors to defined needs

Competitive Assessment

Competitive Assessment

For both industry and vendors – targeted comparisons with peer groups

Transformation

Meradia deploys teams of experts that know investment technology and understand how to efficiently and successfully implement and integrate new solutions.
System Rationalization

System Rationalization

Process, architecture and vendor simplification

Development, Integration, Testing

Development, Integration, Testing

Appropriate sequencing, considering effort, value, cost and risk

Program & Change Management

Program & Change Management

Taking ownership and accountability for successful delivery, representing client interests to the vendors