SHARMA & ASSOCIATES PRIVATE WEALTH MANAGEMENT

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... 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.

Primary location: Brampton