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Kuldip Shah, Financial Advisor

FINANCIAL ADVISOR
Kuldip Shah

Shoppers World, 499 Main St S-Unit 60g, Brampton, ON L6Y 1N7opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement savings strategies
  • Wealth protection strategies
  • Business owner considerations
  • Education savings strategies
  • Intergenerational planning
  • Business retirement plans

About Kuldip

My wife Asmita and I immigrated from India nearly 23 years ago and we are very proud to live in this beautiful neighborhood in South-West Brampton. My daughter is just finishing her BBA and wants to be an accountant and my son is in 2nd year of Business Law program.

Building a financial strategy can be very overwhelming, complex and often intimidating, and may consist of multiple goals and objectives of varied timeframes. If you are working for an employer, or an IT professional, or a small business owner or likely receiving inheritance in near future and wondering how to...

Personal Interests

  • Traveling
  • Sports Enthusiast
  • Yoga
  • Camping
  • Gardening

Team Members

  • Urvi Patel
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 06:30PM
Tue 09:00AM - 06:30PM
Wed 09:00AM - 06:30PM
Thu 09:00AM - 06:30PM
Fri 09:00AM - 06:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(905) 796-1639

Fax

(877) 314-6593

Office Address

Shoppers World
499 Main St S-Unit 60g
Brampton, ON L6Y 1N7opens 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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