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Ashvin Moorjani, Financial Advisor

FINANCIAL ADVISOR
Ashvin Moorjani

CFA®
321 Carlaw Avenue, Suite 104, Toronto, ON M4M 2S1opens in a new window
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Focus Areas

  • Business owner considerations
  • Wealth strategies
  • Employee stock options
  • Intergenerational planning
  • Divorce finances
  • Education savings strategies

About Ashvin

It is my mission to live up to the trust my clients have given me. This is implemented through 3 principles:

1) Being thorough in understanding their requirements and in the construction of a customized, goal-oriented and actionable financial strategy;

2) Being a source of reliable financial knowledge, which has been gained by my education (passed all CFA exams) and experience in investment analysis;

3) Being transparent about the cost structure of my services because I am strongly against many of the hidden fees that exist in the Canadian investment industry.

The inspiration for my mission is my grandfather, who was an advisor with...

Work History

  • Edward JonesMay 2019 to Current

Personal Interests

  • History and Museums
  • Reading
  • Martial Arts
  • Real Estate

Team Members

  • Sedi Khosroshahi
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(416) 848-7145

Fax

(888) 212-5284

Office Address

321 Carlaw Avenue
Suite 104
Toronto, ON M4M 2S1opens in a new window

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My priorities

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Setting your path

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