Growing up, my first inclination was to be a pilot. Instead, I built a long, enjoyable career as an Edward Jones financial advisor. I really didn't veer much away from my dreams - I still help people get to where they want to go, but now, it's a financial journey and the destination is whatever they define it to be.
Getting there begins with the vision of where you want to go. Then we set clear financial goals and build strategies to map the road toward achieving them. We work together over time to adjust for changes in your life and take the steps to keep you on track.
One of the biggest challenges for clients is market volatility and how it affects their investments. It's easy to react to negative headlines, and I've seen clients consider actions that could derail their long-term goals. Helping you stay on track regardless of the markets is part of what I do. I have experienced all different types of markets - recessions, bulls, and financial and geopolitical crises - and I've always stayed close to clients to help guide them through.
My experience equips me to work well with professionals and business owners who are nearing retirement and may have more complex needs, such as the need for asset consolidation or a tailored wealth transfer strategy.
When you work with our branch, you'll have access to our full team, available to add value and customized advice. The team includes two client-service professionals and a group of subject matter experts. Our collective goal is simple - provide a client experience that exceeds your expectations through goals-based advice.
My wife and I moved to Markham in 1984 when it was farmland and raised our family of four. They range from 13 to 18 and have diverse interests, keeping us busy within our community. Just as we embrace our community, we also embrace our heritage and sponsor local Bollywood entertainment events. We hope to see you in the community and look forward to serving your financial needs.
Phone NumberRajit Khanna at (905) 947-1165
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