One of the two biggest priorities in life is the clients I serve (my family is the other). It's why I work six days a week – to meet with clients who are unable to meet during the week, to review every client's account at regular intervals and to stay on top of changes in the markets and the investments. In short, my goal is to make sure I am making a difference in the financial lives of the clients I serve.
My process toward that goal begins with a thorough discussion between you and me so that I can fully understand your goals and your situation. Then I build recommendations for the best way to fulfill those needs. And we work together over time to stay on track.
Prior to joining Edward Jones in 2008, I served for nearly 20 years as both a supervisor and a financial analyst. Moving to Edward Jones has allowed me to work one-on-one with clients so that I can help them have their best possible lives. This is where my passion lies.
I work closely with our branch office administrator, Aura-Lee Lacey, to make sure you get great service. We both really enjoy our work, and I believe you will feel that when you come into our branch. It's a happy place to be.
As Edward Jones grows, I volunteer my time to train and support new financial advisors as they begin to build their practices and serve clients.
I mentioned that my family is my other priority. My wife and I have been married for 31 years. Our two boys are now young adults making their own way, one as a financial advisor and one who is studying real estate. In 2020, I will be a first-time grandpa. We all genuinely enjoy each other's company and spend a lot of time together.
Thirty five years ago moved to Canada. Thanks to the opportunities this country has provided and the relationships I have built in both my personal and professional lives, Canada is home.
My Personal Interests
- Spending Time with Family
- Health & Nutrition
- Bird Watching
- Active Lifestyle
Phone NumberShiv Klair at (416) 286-8826
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:30AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 05:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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