Business Details
About
Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.
Location
Edward Jones - Financial Advisor: Karan Shastri, CFP®
2655 N Sheridan Way, Mississauga, ON
L5K2P8, Canada
Hours
Reviews
5.0
7 reviews
5 stars
7
4 stars0
3 stars0
2 stars0
1 star0
- YRYugendar RoyApr 29, 20235.0Karan is very professional and loves what he does. He personally understands his clients needs and great at providing tailored solutions. Would definitely recommend
- YSYuvi SarvaiyaDec 2, 20225.0Karan has been our family financial advisor for past 7 years. He is very knowledgeable, sincere and proactive in managing our portfolio. We have avoided so many financial pitfalls because of his guidance and advice. Thank you Karan for helping us.
- APAmanjit PanferApr 13, 20215.0Karan is a professional financial advisor. His work ethics are great and he responds to questions and queries in timely manner. He gives the facts regarding investments to me. Keep working smart Karan. All the best to you and all investors!!!!
- BRBilal RanaApr 13, 20215.0Investing is a science that we all don’t know specially those who think that banks are the place to do money business. This needs ownership and dedication that is what I found with Karan. This financial relationship will prove the value over time so don't rush and you wont know its worth until you been through it so sit tight and let the professional do his job.
Frequently Asked Questions About Edward Jones - Financial Advisor: Karan Shastri, CFP®
What services does Edward Jones - Financial Advisor: Karan Shastri offer?
They provide personalized investment services including retirement planning, education savings, stock and bond brokerage, and tax-efficient investment strategies.
Where is Edward Jones - Financial Advisor: Karan Shastri located?
The office is located at 2655 N Sheridan Way, Ste #240, Mississauga, ON, L5K2P8, Canada.
What are the regular business hours for Edward Jones - Financial Advisor: Karan Shastri?
They are open Monday to Friday from 8:00 AM to 5:00 PM and closed on Sundays. Saturdays are by appointment only.
How can I schedule an appointment with Karan Shastri at Edward Jones?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.ca/ca-en/financial-advisor/karan-shastri/contact/ or emailing karan.shastri@edwardjones.com.
What languages are spoken at Edward Jones - Financial Advisor: Karan Shastri's office?
English is the language used for communication at this office.
Are there any financial advising competitors near Edward Jones - Financial Advisor: Karan Shastri?
Nearby financial advising competitors include Mangrove Wealth Group and Mowbary Wright Financial, which may offer alternative financial advisory services in the area.
What nearby places can I visit for a meal before or after my appointment at Edward Jones?
You can visit Select Sandwich for a quick meal or Scaddabush Italian Kitchen and Bar for dining nearby.
Is there convenient parking or transportation near Edward Jones - Financial Advisor: Karan Shastri?
While specific transit info isn't provided, nearby landmarks like the gas station Petro-Canada and coworking space Suncor Energy Sheridan Park make the area easily accessible for visitors.
What is the history and reputation of Edward Jones?
Edward Jones was established in 1922 and is known for providing personalized financial advisory and investment management services with a commitment to client security and confidence.
Can I find additional resources or tools related to retirement planning from Edward Jones?
Yes, they offer a retirement savings calculator that you can try at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help prepare for your future.