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Amir Golshani, Financial Advisor

FINANCIAL ADVISOR
Amir Golshani

5500 North Service Road, Suite 1100, Burlington, ON L7L 6W6opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth strategies
  • Wealth protection strategies
  • Retirement income strategies
  • Intergenerational planning
  • Estate and legacy strategies
  • Business owner considerations

About Amir

Welcome to our financial advisory services, where we help immigrants, businesses, and individuals with complex needs.

As a financial advisor at Edward Jones I focus on providing customized wealth strategies for investors. I am passionate about building relationships and watching people succeed.

I collaboratively work with clients and our team of trusted professionals to create actionable plans that utilize sound investment and estate advice, tax efficient insurance strategies and goals-based planning. We use an established process with rigorous client discovery to uncover what matters most. Clients can rest assured we offer transparent fee structures and strong governance.

At my core, I believe in...

Personal Interests

  • Active Lifestyle
  • Triathlons
  • Swimming
  • Pets
  • Photography

Team Members

  • Catherine Scherb
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Phone

(905) 331-4085

Fax

(877) 335-9439

Office Address

5500 North Service Road
Suite 1100
Burlington, ON L7L 6W6opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

Learn More