Work History
Edward Jones
Edward JonesSeptember 2024 to Current
About Palvi
From a very young age, I was taught the importance of achieving financial independence so that I could always stand on my own two feet, no matter what life brings.
Today, as an experienced financial professional, my purpose is to use my skills and experience to make a meaningful difference in people’s lives by supporting their financial well-being.
Whether you’re a young adult just starting out, juggling the financial needs of a young family or business, or planning your transition into retirement, I’m here to support you with a holistic plan that addresses your financial needs from tax-efficient wealth generation...
Today, as an experienced financial professional, my purpose is to use my skills and experience to make a meaningful difference in people’s lives by supporting their financial well-being.
Whether you’re a young adult just starting out, juggling the financial needs of a young family or business, or planning your transition into retirement, I’m here to support you with a holistic plan that addresses your financial needs from tax-efficient wealth generation...
Focus Areas
- Business owner considerations
- Retirement savings strategies
- Wealth protection strategies
- Education savings strategies
- Employee stock options
Work History
Edward Jones
Edward JonesSeptember 2024 to Current
Personal Interests
- Active Lifestyle
- Dancing
- Health & Nutrition
- Yoga
- Pets
Send Me a Message
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Location
Richmond HillMore to explore
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