Edward Jones - Kuldip Shah
62Developing499 Main St S Unit 60g, Brampton, ON L6Y 1N7, Canada
About
Kuldip Shah is an Edward Jones Financial Advisor in Brampton, Ontario, offering retirement savings and wealth protection strategies with personalized financial planning.
Senior Care Path Summary
Kuldip Shah helps clients plan for retirement through savings strategies and wealth protection. His focus areas include retirement planning, intergenerational planning, and helping with major financial events. The office is located in Brampton and offers flexible hours including evenings, weekends, and web conferencing for clients who prefer remote meetings.
Whether you are preparing for retirement or reviewing your current strategy, Kuldip Shah's team provides personalized consultations to help you work toward your financial goals. The office is accessible by appointment and can be reached by phone or online contact form.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Clients planning for retirement
- Those reviewing current financial strategy
- Families considering intergenerational planning
- Business owners with retirement planning needs
Conditions & Needs Supported
Fees & Payment
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
49 Google reviews
Most recent reviews
Dhaval Patel
4 months ago · via Google
Kuldip is always available for discussion; he is knowledgeable and always works based on his clients' risk appetite.
Derick
5 months ago · via Google
Ten years with Edward Jones financial institution , after my first financial advisor were no longer with Edward Jones. Mr Kuldip Shah, became my financial advisor, he reach out to me with a phone call and introduce himself as my new financial advisor and informed me that he will be in charge of my investment account. And asked me to setup a meeting between myself and him to discuss my financial stability and move forward with a good financial plan to invest effectively and still pay my monthly bills on time. Every six months Mr Kuldip will setup a meeting to review my investment and to keep me updated on what I need to know, thanks to Mr Kuldip I have financial growth because his of guidance.
Khanjan Kamdar
8 months ago · via Google
Kuldip made navigating our financial goals simple and stress-free. He really listens to your concerns, gives thoughtful personalized advice, and is always there when you need guidance. He focuses on understanding “YOU” as a person first, and not just your finances. I definitely recommend him if you are looking for someone you can trust and is easy to work with!! :)
Summary of Google Reviews
Summarized by Senior Care Path from Edward Jones - Kuldip Shah's Google rating and recent reviews. Confirm specifics with the provider.
Edward Jones - Kuldip Shah holds an excellent 5.0-star rating across 49 Google reviews.
Services
Licenses & Registrations
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
Languages Supported
Frequently Asked Questions
What services does Edward Jones - Kuldip Shah offer?
Edward Jones - Kuldip Shah is a financial planning provider in Brampton, Ontario. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
How do I book an appointment with Edward Jones - Kuldip Shah?
You can call Edward Jones - Kuldip Shah directly at (905) 796-1639, or send a request through this page and a Senior Care Path advisor can help you connect and compare financial planners in Brampton. It is free, with no pressure.
Is Edward Jones - Kuldip Shah verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.
Location
499 Main St S Unit 60g, Brampton, ON L6Y 1N7, Canada
Also serves
- Brampton, Ontario