portrait of Karan Shastri

Focus Areas

  • Wealth protection strategies
  • Retirement savings strategies
  • Retirement income strategies
  • Estate and legacy strategies
  • Business owner considerations
  • Education savings strategies

Personal Interests

  • Camping
  • Traveling
  • Spending Time with Family
  • Board Games
  • Snorkeling

Team Members

  • Rajni Verma
    Client Experience Specialist
  • Renata Povilonis
    Registered Branch Associate

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

More to explore

Find your starting point

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

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What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

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