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A holistic approach

Sharma Wealth Management Team introduces you to an overview of Financial Management and demonstrate how we can guide you through the difficult decisions facing each of us in today’s marketplace. We service diverse client group which includes but are not limited to Professionals, Business Owners, Working Canadians, Retirees, and Snowbirds. We take pride in servicing 2 generations in the same family group. A holistic approach to financial planning and each personal financial plan is designed to reflect the Individual/family and Business needs.

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Renu Sharma

DIRECTOR, SHARMA WEALTH MANAGEMENT

Renu Sharma

Director, Sharma Wealth Management

Mutual Fund Advisor, Manulife Wealth Inc.
Life Insurance Agent, Manulife Wealth Insurance Services Inc.


Renu has over 16 years in financial services industry; helping clients on cash flow management, investment planning, retirement planning, estate planning, tax planning and risk management. Serving a diverse group of clientele; high net worth individuals, professionals, and business owners. Renu has received numerous awards for high performance and client retention.

renu.sharma@manulifesecurities.ca

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Naresh Sharma

DIRECTOR, SHARMA WEALTH MANAGEMENT

Naresh Sharma B.Com, MBA, CFP

Director, Sharma Wealth Management
Financial Planner, Manulife Wealth Inc.
Life Insurance Agent, Manulife Wealth Insurance Services Inc.


Naresh has over 20 years experience in Financial services industry. His expertise is in advance financial planning, branch operations, compliance, training & recruiting, business succession planning. Recipient of numerous awards for Director, Sharma Wealth Management high performance, client retention and high service standards in the financial planning industry.

naresh.sharma@manulifesecurities.ca

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Paul Church

Director of Acquisition, Sharma Wealth Management

Paul Church, P.Eng.

Director of Acquisition, Sharma Wealth Management 

Life Insurance Agent, Manulife Wealth Insurance Services Inc.

Professional engineer managing very successful sales forces in the technology space with world wide scope. 10 years in the financial planning industry. First as a consultant and then as a Director, managing a highly successful team of consultants spanning ages from novice to senior planners. Currently, a partner in Sharma Wealth Management tasked with expanding our business through acquisitions, partnerships and organic growth.

pchurch@sharmawealth.ca

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Pranshu Saini

Associate, Sharma Wealth Management


Pranshu Saini

ASSOCIATE, Sharma Wealth Management

Marketing Assistant, Manulife Wealth Inc.



Pranshu has a Bachelor’s Degree in Finance and Post-Graduation in Business Management. Major responsibilities include Customer Relationship Management, Marketing and Office Administration.

pranshu.saini@manulifesecurities.ca

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Apoorva Sharma

Assistant Manager, Sharma Wealth Management

Apoorva Sharma

Assistant Manager, Sharma Wealth Management

MARKETING ASSISTANT, MANULIFE WEALTH INC.


Apoorva, a graduate in Bachelor of Commerce, also holds a professional degree as a Company Secretary. With a robust background of six years, she possesses extensive expertise in compliance, ethics, and proficiently manages office administration and duties.

In addition to her professional endeavors, Apoorva has a deep passion for exploring diverse cultures through their local cuisines and scenic landscapes. 

apoorva@sharmawealth.ca


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Inderpeet Singh

Associate Director, Sharma Wealth Management

Inderpeet Singh

ASSOCIATE DIRECTOR, SHARMA WEALTH MANAGEMENT

Mutual Fund Advisor, Manulife Wealth Inc.

Life Insurance Agent, Manulife Wealth Insurance Services Inc.

Inderpreet brings over 10 years experience in financial services industry. His expertise is client servicing, assisting with the development of investment plans and digital marketing. As a key partner of Sharma Wealth Management, he specializes in portfolio building and risk management. Major responsibilities include client retention along with organizing various client events throughout the year.

Inderpreet.singh@manulifesecurities.ca

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Nicholas Yuzwin

Financial Planner, Manulife Wealth Inc.

Nicholas Yuzwin

Financial Planner, Manulife Wealth INC

Life Insurance Advisor, Manulife Wealth Insurance Services INC


Nicholas holds a CFP® Certified Financial Planner designation and is a holder of the CIM® Canadian Investment Manager and FCSI® Fellow of the Canadian Securities Institute designations - their highest designation.

Nicholas has extensive experience with retirement, estate, education, disability, tax, corporate and investment planning. His strategies allow for a more streamline processes to build a concise financial strategy, creating a more successful financial roadmap

Nicholas works with his clients to develop custom financial strategies that address their own personal situations. What sets Nicholas apart is that his clients are comfortable working with him in providing personal custom strategies to their specific financial challenges. Receiving an inheritance, severance packages, corporate tax issues, creating a reliable cash flow for retirement, planning for children’s education, looking after a disabled person in their family, are examples of issues that require attention, to name a few. He gives his clients the confidence and peace of mind that their financial challenges are met with achievable solutions that they understand and are excited to implement. 

Office: MISSISSAUGA, ON

nicholas.yuzwin@manulifewealth.ca


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Anna Dan Zuo

Associate

Anna Dan Zuo



Associate, Sharma Wealth Management
Life Insurance Agent, Manulife Wealth Insurance Services Inc.


Anna has over a decade of experience as a financial consultant, her key area of expertise includes; Investment, Retirement, Estate, Tax & Insurance Planning. 

anna.zuo@manulifesecurities.ca



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Kanwaljot Gill

Life Insurance Advisor

Kanwaljot Gill 

LIFE INSURANCE AGENT, MANULIFE WEALTH INSURANCE SERVICES INC.

Kanwal brings over a decade of experience in the financial services industry, guiding clients through the journey of managing, protecting, and growing their wealth. She has been an integral member of Sharma Wealth Management for 15 years. Her motto is, “Understanding what’s important to you today helps us plan for future goals.”

Kanwal firmly believes in goal-based planning, which aligns perfectly with navigating life’s various stages and milestones. Her expertise extends to assisting Business Owners with a holistic corporate strategy. From managing corporate assets to protecting the business against potential risks, Kanwal incorporates a people-centric approach by ensuring the health and financial success of employees alongside the company's prosperity.

 As part of giving back to community,  Kanwal volunteers with PHRI for South Asian Health research. Additionally, she holds trade booths at community events to promote financial awareness.

Beyond her professional life, Kanwal is passionate about music, health, and fitness. She integrates various health activities for perfect balance of mind-body. She is blessed to be wife of an amazing partner and a mother of two wonderful kids. 

kanwaljot.gill@manulifesecurities.ca


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Stephen Kennedy

Life Insurance Advisor

Stephen Kennedy

Life insurance advisor, MANULIFE WEALTH INSURANCE SERVICES INC.


Stephen Kennedy, CFP is a highly accomplished Certified Financial Planner with over 25 years of experience helping clients build and preserve their wealth. Steve takes a holistic approach to provide strategies to meet clients life goals.  With a specialty in tax optimization, corporate wealth strategies, estate planning, and multi-generational planning and transfer blueprints. The process of deep discovery and analysis ensures that meticulously crafted plans are provided to meet the complex financial needs of his clients.  

With Stephen's guidance, clients can feel confident pursuing their passions, knowing their financial future is secure for generations to come. Stephen has 3 boys, sits on various charitable boards and lives his life with the same peace of mind that he plans for his clients.

Office: London, ON

stephenkennedy1@hotmail.com


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Anjul Saxena

Life Insurance Advisor

Anjul Saxena

LIFE INSURANCE AND INVESTMENT ADVISOR

With over 15 years of expertise in the financial services sector, Anjul is a distinguished Life Insurance and Investment Advisor, committed to providing clients with sophisticated and strategic financial solutions.

Renowned for their client-focused approach, He excels in delivering customized financial strategies that align with individual goals and risk profiles. His comprehensive understanding of life insurance products and investment vehicles allows him to offer insightful recommendations and tailored solutions designed to optimize financial security and growth.

He is dedicated to maintaining cutting-edge industry knowledge through continuous education and adherence to the latest regulatory standards. This commitment ensures that clients receive up-to-date, relevant advice and benefit from emerging opportunities in the financial landscape.

Beyond his professional endeavors, He is actively involved in Community Involvement and Volunteer Work. His personal interests in financial literacy in community further reflect his dedication to making a meaningful impact.

anjul@financialsynergist.com


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Guriqbal Singh

Life Insurance Advisor

Guriqbal Singh

LIFE INSURANCE ADVISOR

Guriqbal Singh  brings over half a decade of experience in the financial services industry, guiding clients through the journey of managing, protecting, and growing their wealth. He is post graduate in business management and serving the clients by providing ethical solutions for estate management and wealth management. 

He is passionate about this profession, which helps families in safeguarding their assets and making plans in case something goes wrong.

In his free time, He enjoys listening to music and travelling. He enjoys going on long drives with his family and friends. He is blessed to have an amazing partner and is a father of two wonderful kids. 

ocanadainc02@gmail.com


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Amit Sharma

Life Insurance Advisor

Amit Sharma

LIFE INSURANCE ADVISOR

Amit has been in the financial service industry over 15 years helping several individuals, families & corporations and would like to continue the same. He specializes in financial planning, retirement income, estate creation and tax-efficient intergenerational wealth transfers, works with his clients to create customized wealth and protection plans and offers services with holistic approach.

Amit is committed to the principles of service, integrity and professionalism while providing his valued clients with the highest quality of service with the goal of exceeding their expectations. Amit is honest life insurance & Investment broker, committed to doing what is right.

Office: Mississauga, ON

amit@adinadifinancial.com