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Mantej Khaira, Financial Advisor

FINANCIAL ADVISOR
Mantej S Khaira

57 Mill Street North, Suite 207, Brampton, ON L6X 1S9opens in a new window
CallSend Me a Message

Focus Areas

  • Business owner considerations
  • Business retirement plans
  • Education savings strategies
  • Employee stock options
  • Retirement income strategies
  • Wealth protection strategies

About Mantej

With a deep commitment to helping individuals, families, and business owners achieve long-term financial security, I specialize in comprehensive strategies for preparing for retirement, thriving in retirement, and leaving a lasting legacy.

Drawing on 26 years' of experience in accounting, as a former CPA, and the financial services industry, I partner with clients to create customized plans that address every stage of the financial journey. From optimizing retirement income and managing investment risk, to structuring tax-efficient wealth strategies, I provide clear guidance rooted in both expertise and empathy.

For business owners, I offer strategic advice on succession planning, asset protection,...

Work History

  • Edward JonesOctober 2017 to Current

Team Members

  • Amanda Kalsi
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Phone

(905) 495-0324

Fax

(877) 335-8803

Office Address

57 Mill Street North
Suite 207
Brampton, ON L6X 1S9opens in a new window

More to explore

My priorities

What are your priorities?

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Setting your path

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

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