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Shahram Fakhimi ,CFP®|CDS®|DFSA™, CEA
Financial Advisor/Planner
Financial Advisor
Financial Advisor/Planner
Financial Advisor
Area serviced:
Richmond Hill, ON
I am a Financial Advisor and Financial Planner who partners with a select number of families and business owners over the long term. I don’t offer one-off advice or transactional services. My work is built on lifetime partnerships — helping people make clear, confident financial decisions as their lives evolve.
I have been working in the financial services industry since 2009, I’ve had the privilege of working closely with a select number of families and business owners through moments that truly matter: building a family, growing or selling a business, navigating divorce, settling an estate, or transitioning into retirement. These moments are rarely just financial. They require structure, perspective, and calm decision-making — and that is where I focus.
I hold the Certified Financial Planner® designation and have also earned the Designated Financial Services Advisor (DFSA™) and Certified Divorce Specialist (CDS®) credentials. I pursued these designations intentionally, to ensure I have the tools, technical depth, and ongoing education required to guide families through complex life transitions with clarity and care. Financial planning, in my view, is a disciplined, evolving process, not a single event.
My approach is personal, thoughtful, and grounded. Planning conversations take place in my Richmond Hill office, at a kitchen table, or sometimes during a walk. The goal is always the same: to turn uncertainty into a clear, practical plan people understand and trust.
In addition to my client work, I serve as a Secondary Wealth Management Leader within the leadership team at Edward Jones, contributing to the development of advisors and the advancement of comprehensive financial planning and advice.
Outside of work, I’m a father to my daughter, Ariana. Being her dad continually reminds me that money, on its own, doesn’t create peace or fulfillment — clarity and purpose do. I stay physically active through soccer, tennis, and regular training, and I maintain a daily mindfulness and reflection practice. These disciplines help me stay focused, present, and steady — qualities I believe are essential when guiding others through important financial decisions. I believe the most effective financial planning connects structure with purpose and clarity. That belief shapes both how I live and how I serve my clients.
10800 Yonge Street. Richmond hill, 101, Richmond Hill, ON, L4C 3E4
6479689683
Contact Shahram Fakhimi ,CFP®|CDS®|DFSA™
Shahram Fakhimi ,CFP®|CDS®|DFSA™
10800 Yonge Street. Richmond hill , 101
Richmond Hill L4C 3E4 , Ontario
P : 6479689683
10800 Yonge Street. Richmond hill , 101
Richmond Hill L4C 3E4 , Ontario
P : 6479689683
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