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Priyanka Kochikar, Financial Advisor

Focus Areas

  • Retirement savings strategies
  • Divorce finances
  • Education savings strategies
  • Intergenerational planning
  • Wealth protection strategies
  • Business owner considerations

About Priyanka

Life is full of transitions, and each one comes with financial decisions. Whether you’re saving for your first home, funding a child’s education, or preparing for retirement, having a plan in place makes all the difference.

As a financial advisor, I specialize in helping individuals and families navigate these milestones with confidence. I provide personalized strategies that encompass savings, investment, and wealth strategies—to help ensure that financial security extends across multiple generations. I’m especially passionate about empowering women in their financial lives, giving them the knowledge and tools to make informed decisions about their future.

When we meet for the first time,...

Work History

  • Edward JonesOctober 2020 to Current

Education

  • University of TorontoBachelor of Arts

Personal Interests

  • Yoga
  • Spending Time with Family
  • Hiking
  • Community Outreach
  • Traveling

Team Members

  • Valerie Clark
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 07:30PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 07:30PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Weekends
  • Web Conferencing

More to explore

My priorities

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Setting your path

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

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