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Palvi Kala Mistry, Financial Advisor

FINANCIAL ADVISOR
Palvi Kala Mistry

10800 Yonge St, Suite 101, Richmond Hill, ON L4C 3E4opens in a new window
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Focus Areas

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

About Palvi

From a very young age, I was taught the importance of achieving financial independence so that I could always stand on my own two feet, no matter what life brings.

Today, as an experienced financial professional, my purpose is to use my skills and experience to make a meaningful difference in people’s lives by supporting their financial well-being.

Whether you’re a young adult just starting out, juggling the financial needs of a young family or business, or planning your transition into retirement, I’m here to support you with a holistic plan that addresses your financial needs from tax-efficient wealth generation...

Work History

  • Edward JonesSeptember 2024 to Current

Personal Interests

  • Active Lifestyle
  • Dancing
  • Health & Nutrition
  • Yoga
  • Pets

Send Me a Message

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Office Information

Phone

(905) 773-4529

Fax

(844) 835-0040

Office Address

10800 Yonge St
Suite 101
Richmond Hill, ON L4C 3E4opens 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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