As a financial advisor with over 15 years of experience working as a Senior Wealth Manager with international pension management companies, I have extensive knowledge in creating financial strategies to help my clients bulletproof their financial futures. I specialize in working with business owners to help them keep their finances organized and achieve their financial goals.
In my role at Edward Jones, I also work with families to plan for retirement and assist corporations in building their businesses. I am passionate about helping people protect their hard-earned investments through proper estate planning considerations, and I believe in taking a multi-generational approach to ensure effective succession planning.
I understand that life is constantly changing, which is why I make it a priority to regularly review my clients' financial goals and help them stay on track. Whether it's the birth of a new grandchild, an unexpected illness, or a move to a retirement community, I take the time to clearly understand my clients' priorities and ensure they are aware of their choices.
In my work, I am fortunate to have the support of my talented branch office administrator, Olabisi Fagbenro. Together, we review every client and build action plans to help them reach their goals. Olabisi provides personalized, friendly service to our clients and is an integral part of our team.
Outside of the office, I am a husband to my wife Farrah, a full-time father to my daughter Ariana, and a devoted dog owner to Daisy. In my free time, I enjoy staying physically active through activities such as working out at the gym, playing soccer, indoor rock climbing, and beach volleyball.
Focus areas
- Business Owner Considerations
- Wealth Strategies
- Estate & Legacy Strategies
- Divorce Finances
- Business Retirement Plans
- Wealth Protection Strategies
My Personal Interests
- Sports Enthusiast
- Spending Time with Family
- Social Responsibility
- Reading
- Animal Rescue
Office Information
Phone Number
Shahram Fakhimi at (905) 508-2631- Olabisi Fagbenro
- Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:30PM |
Tue | 08:30AM - 05:30PM |
Wed | 08:30AM - 05:30PM |
Thu | 08:30AM - 05:30PM |
Fri | 08:30AM - 05:30PM |
Sat | By Appointment Only |
Sun | By Appointment Only |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:30PM |
Tue | 08:30AM - 05:30PM |
Wed | 08:30AM - 05:30PM |
Thu | 08:30AM - 05:30PM |
Fri | 08:30AM - 05:30PM |
Sat | By Appointment Only |
Sun | By Appointment Only |
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
- Olabisi Fagbenro
- Branch Office Administrator
Branch Team
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