My name is Shai Sirkin, Financial Advisor at Edward Jones. I work exclusively with medical professionals, business owners, executives and high net worth residents of Montreal.
My team provides tailor-made financial strategies for a select number of affluent clients and fiduciaries who expect and value a higher standard of investment advice. This process begins with us using a fine-toothed comb - examining each and every intricate detail of your current financial structure - allowing us to highlight what is missing and where improvements may be needed.
By focusing on lowering fees and providing personalized advice, my team brings new meaning to the term white glove service.
Independent financial advisory is paramount should you wish to receive truly unbiased wealth management. Without owning a single proprietary product, Edward Jones has catapulted into the forefront of our industry ranking "Highest in Investor Satisfaction with Full Service Brokerage firms" in the J.D. Power and Associates survey 7 years in a row!*
My clients are some of the most generous and brilliant minds I've known. There is nothing more rewarding than working with them and providing the level of service that they deserve. I feel so fortunate to have found a home here at Edward Jones for myself and for my clients and I look forward to showing you why.
To register for one of my upcoming Exclusive Dinner Presentations please contact Shirley Malley at 514-697-3687.
*Edward Jones received the highest score in the J.D. Power 2013-2019 Canada Full-Service Investor Satisfaction Studies of investors' satisfaction with their full-service investment firm. Visit jdpower.com/awards
- Wealth Strategies
- Wealth Protection Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Business Owner Considerations
My Personal Interests
- Spending Time with Family
- Active Lifestyle
- Personal Fitness
Phone NumberShai Sirkin at (514) 697-3687
|Mon||08:00AM - 08:00PM|
|Tue||08:00AM - 08:00PM|
|Wed||08:00AM - 08:00PM|
|Thu||08:00AM - 08:00PM|
|Fri||08:00AM - 08:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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