About Us
Look, retiring abroad sounds amazing until you're staring at tax forms you can't read. That's where we come in. Meridian Future Planning's been helping expats navigate the gloriously messy reality of retiring outside their home country since 2011. We're not fancy consultants in a glass tower. We're people who've actually moved ourselves, made the mistakes, learned the lessons, and now we help others skip the painful parts. Your retirement shouldn't involve panic attacks or surprise tax bills. It should involve beaches. Or mountains. Or wherever you've been dreaming about.
Over time, we’ve built a reputation for reliability, quality, and clear communication. We treat each project as a partnership and aim for outcomes that last.
Our Core Values
The principles that guide everything we do
Honest First
We'll tell you when something's complicated. We'll also tell you when it's simpler than you think. No sales pitch nonsense here.
Actually Know Your Situation
Your retirement in Costa Rica looks different than your neighbor's in Portugal. We dig into your specific numbers, taxes, and goals instead of handing you a template.
Clear Communication Wins
Tax law's confusing enough without us adding corporate-speak. We explain things like we're talking to someone over dinner, not a conference room.
Your Peace Matters
Retiring abroad should feel exciting, not terrifying. We help you move forward knowing you're not missing anything critical.
Why Choose Us
Experienced Team
Our professionals have decades of combined experience. We've seen it all and know how to handle any challenge.
Quality Guaranteed
We stand behind our work with comprehensive guarantees. If you're not satisfied, we'll make it right.
Fair Pricing
Transparent, competitive pricing with no hidden fees. You'll always know exactly what you're paying for.
Proven Results
Thousands of satisfied customers and a track record of successful projects speak for themselves.
Our Story
Started in 2011 by folks who got tired of expat retirement advice that was either useless or terrifyingly expensive. We began small—helping friends and their friends navigate residency permits and tax treaties over coffee. Then we realized there were thousands of people out there making huge retirement decisions with bad information. So we built something better. Thirteen years later, we've worked with expats from 34 countries planning retirements across 6 continents. Still based in Montreal. Still keeping things real.
Company founded with a team of 3 passionate professionals
Expanded services and reached 500+ satisfied customers
Opened new headquarters and doubled our team size
Celebrated serving over 2,000 clients with 98% satisfaction rate
Meet Our Team
The people behind Meridian Future Planning
We’re a team that values ownership, clarity, and growth. We celebrate wins, learn fast, and keep client outcomes at the center.
Catherine Mercier
Founder & Lead Advisor
Retired to Mexico in 2009, realized the advice industry was broken, and started this place. Has helped 847 expats avoid catastrophically bad retirement decisions. Knows tax treaties better than most accountants.
David Chen
Healthcare & Insurance Specialist
Spent 8 years abroad himself. Now he's the person who makes sure your healthcare plan doesn't crater when you move to Thailand. Genuinely enthusiastic about insurance. Weird, but useful.
Maria Rodriguez
Tax & Visa Coordinator
Bilingual nightmare-solver who actually enjoys untangling residency permits and tax complications. She's probably why our clients sleep at night. Also makes excellent coffee.
Our Mission
We make international retirement straightforward. No jargon, no sugarcoating, just practical guidance on taxes, visas, healthcare, and money. Our job's simple: help you retire abroad without losing sleep (or your savings).
Our Vision
Every expat deserves a retirement that actually works. We're building a world where leaving home to retire isn't risky—it's smart. Where people retire confidently, not nervously.