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Welcome to the CanadianSME Small Business Podcast, hosted by Maheen Bari. In this episode, we explore financial wellness, banking strategy, and how Canadian business owners can build confidence and prepare for a financial reset in 2026.
Our guest is Dilys D’Cruz, Senior Vice President of Retail Banking and Wealth Management at Meridian Credit Union. With more than 30 years of leadership experience, Dilys shares insights from Meridian’s latest research and practical ways entrepreneurs can strengthen financial clarity and resilience.
Key Highlights:
- Canada’s Financial Wellness Reality: What Meridian’s research reveals about financial stress and three steps business owners can take now.
- Well with Money Program: How Meridian’s free program helps align financial decisions with values and long term confidence.
- The Credit Union Advantage: Why credit unions offer a more personalized, relationship driven approach for small businesses.
- Choosing the Right Partner: The top factors entrepreneurs should consider when selecting a financial planning partner.
- Meridian’s Long-Term Vision: How the On Your Way and Meridian for Good strategies support growth, confidence, and transformation.
Special Thanks to Our Partners:
UPS: https://solutions.ups.com/ca-beunstoppable.html?WT.mc_id=BUSMEWA
Google: https://www.google.ca/
A1 Global College: https://a1globalcollege.ca/
ADP Canada: https://www.adp.ca/en.aspx
For more expert insights, visit www.canadiansme.ca and subscribe to the CanadianSME Small Business Magazine. Stay innovative, stay informed, and thrive in the digital age!
Disclaimer: The information shared in this podcast is for general informational purposes only and should not be considered as direct financial or business advice. Always consult with a qualified professional for advice specific to your situation.
