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Shiv Klair, Financial Advisor

FINANCIAL ADVISOR
Shiv Klair

CIM®, FCSI®, DFSA™
91 Rylander Blvd., Unit 1-8, Scarborough, ON M1B 5M5opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth strategies
  • Retirement income strategies
  • Wealth protection strategies
  • Estate and legacy strategies
  • Intergenerational planning

About Shiv

One of the two biggest priorities in my life is the clients that 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 their 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...

Work History

  • Edward JonesMarch 2008 to Current

Personal Interests

  • Spending Time with Family
  • Health & Nutrition
  • Bird Watching
  • Active Lifestyle
  • Basketball

Team Members

  • Aura-Lee Lacey
    Sr. 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 - 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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(416) 286-8826

Fax

(866) 458-6171

Office Address

91 Rylander Blvd.
Unit 1-8
Scarborough, ON M1B 5M5opens in a new window

More to explore

My priorities

What are your priorities?

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Setting your path

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

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