I come from a very close-knit family. After watching close family members make some financial decisions that impacted the future of them and their families, I decided that I wanted to help others avoid certain mistakes. Working as an advisor and helping people plan for their futures, make educated decisions about their investments, and providing them with investment strategies tailored to help them achieve the life they've dreamed of gives me immense personal satisfaction.
I work with a diverse group of clients, but they share some common characteristics: They are serious about their long term financial goals. They are willing to learn and plan for the future. And they are willing to take advice.
I enjoy getting to know those I serve and developing close relationships with them and their families. Should you and I work together, we will first identify your needs and goals. I will then create an investment strategy for your unique situation and goals. Finally, I will continue to work with you to ensure you remain on track over the long term.
When not working, my wife and I enjoy traveling and exploring Canada's hidden gems. We also enjoy adventure sports, including bungee jumping and skydiving; visiting with friends; and spending time with my parents and older brother and his family.
I have a passion for helping people, and I would appreciate an opportunity to explain how I can help you. Please give me a call or drop by my office.
- Wealth Protection Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Business Owner Considerations
- Education Savings Strategies
My Personal Interests
- Spending Time with Family
- Board Games
Mailing AddressZ12 Bristol Road West
Mississauga, ON L5R 3Z1
Phone NumberKaran Shastri at (905) 502-1622
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