Building Financial Confidence Since 2018
We started Merion because too many smart people were making poor investment decisions. Not from lack of intelligence, but from lack of proper education and perspective.
We started Merion because too many smart people were making poor investment decisions. Not from lack of intelligence, but from lack of proper education and perspective.
From a small Victoria office to helping thousands of Canadians across the country develop smarter investment habits
Marcus and Viktor met at a terrible investment seminar in Vancouver. Both left frustrated by the oversimplified advice and unrealistic promises. Six months later, they launched Merion with a different approach.
The pandemic forced us online earlier than planned. Turned out to be the best thing that happened to us. We could reach people in smaller towns who never had access to quality financial education.
After working with over 5,000 individuals, we identified the key patterns that separate successful long-term investors from those who struggle. This became the foundation of our current curriculum.
Today we're recognized as one of Canada's most practical investment education platforms. Our focus remains the same: helping people make better financial decisions through understanding, not hype.
We're not financial gurus or get-rich-quick promoters. We're educators who believe that understanding markets, risk, and human psychology makes for better investors than following hot tips.
Between us, we have over 30 years of experience in portfolio management, behavioral finance, and adult education. More importantly, we've made plenty of mistakes ourselves and learned from each one.
Former portfolio manager who got tired of seeing clients panic-sell during market downturns. Now focuses on teaching the psychological aspects of investing that most courses completely ignore.
Spent 15 years in financial planning before realizing most people needed education more than products. Specializes in translating complex investment concepts into practical, actionable strategies.
We use real market data, actual case studies, and honest discussions about both successes and failures. No cherry-picked examples or theoretical scenarios.
Our programs are designed for people building wealth over decades, not chasing next quarter's returns. Patience and consistency beat timing and speculation.
Technical analysis is important, but understanding your own emotional responses to market volatility is often more valuable than any chart pattern.
We're here to help you build the knowledge and confidence needed for long-term investment success. Our approach is practical, honest, and focused on what actually works in real markets.
1175 Douglas St unit 916
Victoria, BC V8W 2E1
+1 (204) 966-3487