Welcome to Sharma & Associates Private Wealth Management. We are a team of financial professionals who are committed to guiding affluent and high net worth Canadians toward their financial goals.
Sharma & Associates offers you a sophisticated approach to managing your wealth by creating tailored strategies to meet your short and long term needs.
We are committed to helping affluent Canadians manage the complex and evolving needs of their wealth. Whether you are recently retired or have a growing business, we take a holistic approach to your overall financial well-being.
With an enhanced team-based approach that provides both local and national industry expertise, Sharma & Associates Private Wealth Management provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.
Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.
We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.
Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.
It was a pleasure to meet Jatinder and his team for the first time a few years ago. As a physician and business owner, I have always been selective on who I bring on to my team of advisors, as my choices are broad and I have worked with some of the best advisors around. I met Jatinder after a presentation he gave on holistic financial planning. He was a great communicator, and was practical, genuine and transparent. I decided to have a one on one meeting with him and his team accountant, and they impressed me with how deep they went into my complicated financial matters without me even being a client yet. They clearly put time into understanding their clients specific needs, realizing not everyone fits in one box. Fast forward a few years later, I have enjoyed steady growth in my portfolio, as well as excellent financial and tax planning. Jatinder and his team are very responsive anytime I have a question or concern. He and his accounting team take away our family's financial stresses. He goes above and beyond. He meets with me every few months so that he keeps me posted on things, and ensures he has all current information so that he can make tweaks to the plan when required. The best of all, he has helped me achieve my goal of being able to retire at age 50 so that I can spend more time with family, friends and on other life passions. 
Download our free whitepaper on estate planning for guidance on what you need to know to create the right plan for your loved ones.
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