A practice built for the investor

Meridian Strategic Advisors, Inc. is an investment due diligence and advisory practice based in Irvine, California. We are engaged by investors before they commit capital. Our investigation is the work. Our findings are delivered in writing. We are independent of every deal we examine.

Advising without influencing. The client stays in charge. Investors are our clients.


The Principal

Benoit Lapointe is the Principal and Broker of Meridian Strategic Advisors, Inc. He holds California Broker License 02034961. The corporation holds CA DRE corporate license 02127867. He is pursuing FINRA Series 82.

He spent several years at RBC Dominion Securities in Toronto advising high-net-worth clients and corporate executives. He studied Business Administration and Political Science at the Universite de Sherbrooke. He is bilingual in English and French. He vets every client in person.


How Meridian Works

Conversations are in person when geography allows, on Zoom when it does not, and discreet always.

The engagement begins after the engagement letter is signed.