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: Ashvin Moorjani, CFA®
321 Carlaw Avenue, Toronto, ON
M4M2S1, Canada
Hours
Reviews
5.0
11 reviews
5 stars
11
4 stars0
3 stars0
2 stars0
1 star0
- JPJohann PimentaOct 13, 20255.0I have been a client of Ashvin's for the past five years, and his personal approach to financial management is truly exceptional. He is, without a doubt, the best financial advisor I have ever worked with. Ashvin provides timely and strategic advice, guiding me through important financial decisions with clear direction and perspective. He is highly courteous and maintains constant communication, offering regular, customized updates on my portfolio. His guidance is consistently tailored to my unique needs and the present market conditions. I highly recommend Ashvin to anyone seeking an outstanding financial advisor for both their personal and corporate investment needs.
- JBJohn BallAug 17, 20255.0Ashvin is someone that I met because my previous advisor had moved on. He immediately took a proactive approach by reaching out to talk and learn about the story behind the need to be prudent or more aggressive in our approach. He took an interest in the story. This has been an incredibly successful approach for our investments. He follows up here and there, just on the story part. And on we go. Full marks!
- AFAndy FreemarkSep 25, 20245.0I trust in Ashvin to take care of my portfolio. He has been very astute in his management and tailored my funds to meet my needs and will take a call if I have any questions. He has been a pleasure to work with.
- AMAmit ModiSep 25, 20245.0I've been a client of Ashvin's for more than 10 years now. As an engineer that works in finance I needed someone that could take time and dedication to grow my investment porfolio. Ashvin is extremely detailed oriented, analytical, and personable which gives me comfort that my investments are being managed appropriately. With the great success we've had by working with Ashvin we brought in our extended families and close friends to his reap his services. I would personally recommend Ashvin to manage your investment porfolio if you are a seasoned investor or a novice looking to get in.
- AMAditya MardiaSep 20, 20245.0I've been working with Ashvin for a while now, and I couldn't be happier. He’s thoughtful and never tries to push expensive products on me, which I really appreciate. I'm aware of these aspects in more detail as I work in financial services. Instead, he focuses on what makes sense for where I’m at in life. He’s always looking at the bigger picture, helping with both short-term decisions and long-term planning. One thing that really stands out is that he does what he says he'll do. If he promises something, he follows through, no questions asked. He’s even taken my calls outside of business hours to talk through strategies. Plus, his recommendations and unique investments have consistently delivered above-market returns, which, let’s be honest, is exactly what you want from a financial advisor. I highly recommend Ashvin to anyone who wants a reliable, down-to-earth advisor who actually listens and delivers.
Frequently Asked Questions About Edward Jones - Financial Advisor: Ashvin Moorjani, CFA®
What services does Edward Jones - Financial Advisor: Ashvin Moorjani, CFA® provide?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual clients.
What are the regular business hours for Edward Jones - Financial Advisor: Ashvin Moorjani, CFA®?
The office is open Monday to Friday from 6:00 AM to 9:00 PM, and is closed on Saturdays and Sundays except by appointment.
How can I schedule an appointment with Edward Jones - Financial Advisor: Ashvin Moorjani, CFA®?
Appointments can be scheduled through their contact page at https://www.edwardjones.ca/ca-en/financial-advisor/ashvin-moorjani/contact/
What is the contact phone number and email for Edward Jones - Financial Advisor: Ashvin Moorjani, CFA®?
You can reach them at +1 416-848-7145 or email ashvin.moorjani@edwardjones.com.
Where is Edward Jones - Financial Advisor: Ashvin Moorjani, CFA® located?
They are located at 321 Carlaw Avenue, Suite 104, Toronto, ON, M4M2S1, Canada.
Do they offer any online tools to help with retirement planning?
Yes, they feature a Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to assist clients.
What languages does Edward Jones - Financial Advisor: Ashvin Moorjani, CFA® support?
They provide services in English.
What nearby food options are available when visiting Edward Jones on Carlaw Avenue?
Nearby, you can visit The Donuterie for donuts and baked goods, Raspberry Cafe for coffee and smoothies, or Subway for quick sandwiches.
Are there health and wellness services close to Edward Jones for clients to explore?
Yes, Revival Physio offers physical and occupational therapy nearby, and Vibrant Nutrition provides nutrition and holistic health services close to the office.
If I'm coming to Edward Jones by public transit, which nearby locations can help me navigate the area?
Local landmarks like Work Lofts and nearby businesses such as Liberty Metrics and LuloFilms can help you orient yourself in the area near 321 Carlaw Avenue.