Shahram Fakhimi, Financial Advisor

Focus Areas

  • Business owner considerations
  • Wealth strategies
  • Estate and legacy strategies
  • Divorce finances
  • Business retirement plans
  • Wealth protection strategies

About Shahram

Hello, I'm Shahram Fakhimi, a financial advisor with 15 years of experience in the financial services industry. Throughout my career, I've had the privilege of working with over 300 families and business owners, helping them achieve their financial goals and navigate life's unexpected challenges.

My focus lies in providing estate and retirement solutions to a diverse group of clients, including medical professionals, lawyers, farmers, and accountants. I understand that every family and business owner is unique, and I strive to tailor my services to meet their individual needs. Whether we meet in my office in Richmond Hill, at their homes, or...

Work History

  • Edward JonesApril 2018 to Current

Personal Interests

  • Sports Enthusiast
  • Spending Time with Family
  • Social Responsibility
  • Reading
  • Animal Rescue

Team Members

  • Bessie Ketsilis
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:30PM
Tue 08:30AM - 05:30PM
Wed 08:30AM - 05:30PM
Thu 08:30AM - 05:30PM
Fri 08:30AM - 05:30PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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