Saurabh Kale

As an Investment Specialist at Meridian, I’m passionate about building strong relationships with our Members, helping them navigate financial decisions with clarity and confidence. I offer personalized advice to help Members grow their wealth, plan for retirement, optimize their tax strategies, and more.

Whether you're preparing for a major life milestone, investing in your child’s future, or visualizing a comfortable retirement, it’s essential to have a clear, strategic financial plan that reflects your goals, priorities, and circumstances. I’ll work closely with you to provide personalized service and professional advice. 

A graduate of Conestoga College, I have a strong foundation in business, economics, and finance. I’ve completed the Canadian Securities Course and hold the designation of Responsible Investment Specialist (RIS). Committed to ongoing education, I’m currently pursuing my Personal Financial Planner (PFP) designation through the Canadian Securities Institute.

Outside of the work, I enjoy staying active, exploring trails, and getting lost in a good book. I’m an avid sports fan and especially enjoy watching cricket and soccer.  

I look forward to partnering with you, helping you work towards your unique financial goals. Together, we’ll build a plan that fits you—because around here, banking is different.

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