Avoid potential mail disruptions with Online Access & e-Delivery

A Canada Post labour disruption may take place as early as May 22. Enrol in Online Access and choose e-Delivery to receive statements and other communications during mail interruptions. 

Skip to Main Content
Kunjal Mehta, Financial Advisor

FINANCIAL ADVISOR
Kunjal Mehta

CFP®, CIM®, FCSI®
Bayview Village Shopping Cntr, 2901 Bayview Ave, Suite 206, Toronto, ON M2K 1E6opens in a new window
CallSend Me a Message

Focus Areas

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

About Kunjal

With more than 15 years in financial services and advanced certifications to better serve my clients, I've focused my practice on supporting families and business owners who are planning for retirement, often with a complex collection of priorities – from tax efficiencies to succession plans to legacy planning for multiple generations.

Investments are important, but they're only part of the story. I consider every aspect of a client's life and business and consider how financial decisions will impact the future for the people, experiences, and things they value most. I work closely with accountants and attorneys for overall alignment that...

Work History

  • Edward JonesDecember 2014 to Current

Education

  • York UniversityBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Active Lifestyle
  • Real Estate
  • Volunteering
  • Home Improvement

Team Members

  • Shadan Barkeshli
    Sr. Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(416) 733-8120

Fax

(855) 553-1229

Office Address

Bayview Village Shopping Cntr
2901 Bayview Ave, Suite 206
Toronto, ON M2K 1E6opens 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.

Take the quiz

Setting your path

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

Learn More