Paul Sullivan

As a Meridian Member you can rest assured you’re being taken care of by a reputable financial institution with access to the expertise of its wealth management professionals. As a Senior Financial Planner with Meridian, I’m entirely focused on helping you achieve your financial goals – and ultimately your life goals – easily and effectively. Whether your needs are simple or complex, I can offer you advice that goes beyond your investments to cover all aspects of your financial well-being.

A graduate of the University of Toronto in Electrical Engineering, I’m also a Certifed Financial Planner and hold the Canadian Investment Manager designation from the Canadian Securities Institute. I can provide your family with access to a broad range of investment solutions including stocks*, bonds*, Exchange Traded Funds*, and mutual funds*. I’m also committed to continuing education, regularly attending financial workshops, seminars and conferences, and I’m active in the Economic Club of Canada.

In my spare time, I’ve coached several youth sports teams, served on the board of Kiwanis Casa Loma and supported the Heart and Stroke Foundation through active involvement. My wife Diane and I have two children and live in the west end of Toronto. I look forward to getting to know you and helping your family grow your wealth.

CIRO Advisor Report

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