Work History
Edward Jones
Edward JonesDecember 2014 to Current
FINANCIAL ADVISOR
Kunjal Mehta
CFP®, CIM®, FCSI®
Bayview Village Shopping Cntr, 2901 Bayview Ave, Suite 206, Toronto, ON M2K 1E6opens in a new window
Focus Areas
- Wealth strategies
- Wealth protection strategies
- Retirement income strategies
- Business owner considerations
- Estate and legacy strategies
- Intergenerational planning
About Kunjal
With more than 15 years in financial services and advanced certifications to better serve my clients, I've focused my practice on supporting families and business owners who are planning for retirement, often with a complex collection of priorities – from tax efficiencies to succession plans to legacy planning for multiple generations.
Investments are important, but they're only part of the story. I consider every aspect of a client's life and business and consider how financial decisions will impact the future for the people, experiences, and things they value most. I work closely with accountants and attorneys for overall alignment that...
Investments are important, but they're only part of the story. I consider every aspect of a client's life and business and consider how financial decisions will impact the future for the people, experiences, and things they value most. I work closely with accountants and attorneys for overall alignment that...
Work History
Edward Jones
Edward JonesDecember 2014 to Current
Education
York University
York UniversityBachelor of Arts
Education
York University
York UniversityBachelor of Arts
Personal Interests
- Spending Time with Family
- Active Lifestyle
- Real Estate
- Volunteering
- Home Improvement
Team Members
Shadan BarkeshliSr. Branch Office Administrator
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | By Appointment Only |
| Sun | By Appointment Only |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | By Appointment Only |
| Sun | By Appointment Only |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Location
TorontoMore to explore
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