Welcome to Sharma & Associates Private Wealth Management. We recognize that time is a precious resource for you so our team takes the load off of your shoulders by translating your aspirations into attainable realities. We are a team of financial professionals who are committed to guiding affluent and high net worth Canadians toward their financial goals.
We use strategies designed to fit your unique needs—whether personal or business—and we work daily to anticipate your evolving financial life.
A key to your financial well-being is our ability to engage the right experts to meet those needs so you can benefit from as many financial opportunities as possible. Our team also ensures that you are empowered to understand the complexities of your financial matters.
With 40+ years of combined financial planning experience, we will help you build confidence in your future as we protect and manage your wealth. We do so by building a comprehensive financial plan with focus on advanced tax, retirement and estate planning strategies. We pivot with you as life or business matters change either purposely or unexpectedly.
We will achieve this through accountability, a specialized collaborative approach, and our commitment to provide a superb client experience. For you, this means more time to enjoy your life with the confidence that your financial affairs are in good hands.