Farhan Siddiqui

As a Senior Financial Planner with Meridian, my goal is to build trust with Members and help with their short- and long-term financial goals. The key is to create an investment plan that meets their needs so they can focus on what’s important to them.

I’m passionate about helping people. I like to begin by having a holistic conversation to get to know Members on a personal level and discover their big picture – as well as specific – concerns. I’ve learned that everyone is unique and has different requirements. That’s why it’s important to create a customized plan tailored to their needs. I also like to educate Members, helping them understand the investments they own, why they own them and how these fit within their long-term investment and retirement plan.

I am a Schulich School of Business MBA graduate and have over seven years of experience in the financial service industry. I have also completed the Canadian Securities Course and Wealth Management Essentials, which have helped me gain a solid understanding of investment products. I’m committed to continuing my education, regularly attending seminars, conferences and workshops to keep myself updated with industry changes and trends.

I strongly believe Meridian is an exceptional alternative for investors, where Members get unbiased investment advice and useful financial coaching. As a Senior Financial Planner, I look forward to talking with you about how I can help you realize your investment goals.

CIRO Advisor Report

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.