Kiran Shah, Financial Planner,Scarborough, ON

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Office

Office Location

4515 Kingston Rd Scarborough, ON M1E2P1. map

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I have been working in the financial services industry since 2012, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.

I hold a Master's Degree in Information Systems from New Jersey Institute of technology. I also hold the Certified Financial Planner (CFP) designation offered by Financial Planning Standards Council.

I look forward to working with you.

Certificates

CFP®

Languages

Gujarati

English

Hindi

Education

Master of Science in Information Systems

Community Involvement

BAPS & Lakshmi Narayan Temple

Frequently asked questions

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Your Unique Goals

Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.

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As we've all come to realize over the past year, life is full of uncertainty. That's why it's so important to plan for every life stage now, even the unexpected.

To help with that, I've included an article that you may find useful. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to chat.

Things to consider if you are expecting an inheritance

Getting an inheritance? Don't be caught off guard. Find out how you can prepare for it.

Working together every step of the way

Focus on what you do best – running your business – with help from my team and a group of TD banking specialists who understand the complexities and the unique challenges you may face.

Running a business and planning for the future can seem daunting, but it doesn't have to be. We will:

Work with you to understand your priorities.
Create a wealth plan that considers your financial picture.
Schedule regular check-ins to track progress.
Work with other TD specialists including, TD Small Business Banking and TD Commercial Banking, to help support your needs.
Offer ongoing support to help you move forward confidently.

The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.

Over time, you may find that your needs and goals change. TD Wealth Financial Planning has the expertise to help you stay on track. As we continue to meet with you, we’ll introduce new strategies to adapt your financial plan to those changes. We look forward to developing a relationship with you in order to understand your goals and aspirations and design a plan that continues to meet your current needs and future goals.

Lynn – The Gift of Planning

Protecting what matters

When experiencing a difficult situation and looking for financial security, finding the right advisor can be a critical step toward making it easier. TD Wealth helped Lynn’s dad make sure everything was in place for when he was gone.

Lynn believes in the value of planning, as her father worked with TD Wealth to prepare his finances and plan for the future of his daughter, making a very difficult life experience easier.

Contact me today to find out how I can help you feel reassured in your financial future.