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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, Estate & Financial Planning Advisor

Renu Sharma

Director, Sharma Wealth Management
Estate & Financial Planning Advisor, Manulife Wealth Insurance Services Inc.

Renu has over 23 years in financial services industry; helping clients on cash flow management, Segregated Funds 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.

rsharma@sharmawealth.ca

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Naresh Sharma

Director, Financial Planner

Naresh Sharma, B.Com, MBA, CFP

Director, Sharma Wealth Management
Financial Planner, Life Insurance Advisor, 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.

nsharma@sharmawealth.ca

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Paul Church

Director of Acquisition, Estate & Financial Planning Advisor

Paul Church, P.Eng.

Director of Acquisition, Sharma Wealth Management

Estate & Financial Planning Advisor, 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

Customer Service Representatives Supervisor

Pranshu Saini

Customer Service Representatives Supervisor, Sharma Wealth Management
Life Insurance Advisor, Manulife Wealth Insurance Services Inc.


Pranshu Saini is a dedicated Life Insurance Advisor with a strong background in client servicing and administration. Holding a Bachelor of Business Administration (BBA) degree, he brings a deep understanding of financial services and a client-first approach to his work.

With his expertise in administration, Marketing and customer relations, Pranshu ensures that clients receive personalized solutions tailored to their financial security needs. His strong knowledge of life insurance products, policies, and industry regulations enables him to guide individuals and families toward informed decisions for their future.

pranshu@sharmawealth.ca

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Apoorva Sharma

Assistant Manager, Life Insurance Assistant

Apoorva Sharma

Assistant manager, Sharma Wealth Management
Life Insurance Assistant, Manulife Wealth Insurance Services 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

Estate & Financial Planning Advisor

Inderpreet Singh

Estate & Financial Planning Advisor,

Manulife Wealth Insurance Services Inc.

Inderpreet is an experienced financial services professional with over 12 years of expertise in Financial strategy and risk mitigation. Specializing in strategic risk management through insurance, he has helped clients navigate complex financial landscapes, and safeguard their assets. With a deep understanding of both market dynamics and risk management techniques, He provides tailored solutions that align with clients' financial goals and risk tolerance, ensuring long-term stability and growth.

Outside of his professional life, He is a proud father who values quality time with his family. He is also an avid traveler, always seeking new destinations and experiences during his free time.


inderpreet.singh@manulifewealth.ca

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Nicholas Yuzwin

Financial Planner

Nicholas Yuzwin

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 financial strategies. 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.

nicholas.yuzwin@manulifewealth.ca

Office: MISSISSAUGA, ON


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Anna Dan Zuo

Estate & Financial Planning Advisor

Anna Dan Zuo

Life Insurance Advisor, Manulife Wealth Insurance Services Inc.

Anna has over a decade of experience specializing in tax minimization and investment strategies for high-net-worth professionals, small business owners, and families. Passionate about helping new Canadians and their children, Anna is highly involved in charitable work, offering personalized financial solutions to make a meaningful impact.  

anna.zuo@manulifewealth.ca



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Kanwaljot Gill

Estate & Financial Planning Advisor

Kanwaljot Gill 

Estate & Financial Planning Advisor, 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@manulifewealth.ca


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Stephen Kennedy

Estate & Financial Planning Advisor

Stephen Kennedy

Estate & Financial Planning 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

Estate & Financial Planning Advisor

Anjul Saxena

Estate & Financial Planning Advisor, MANULIFE WEALTH INSURANCE SERVICES INC.

With over 18 years of expertise in the financial services sector, Anjul is a distinguished Life Insurance 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

Location: Burlington & Oakville


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Guriqbal Singh

Estate & Financial Planning Advisor

Guriqbal Singh

Estate & Financial Planning Advisor, MANULIFE WEALTH INSURANCE SERVICES INC.

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

Estate & Financial Planning Advisor

Amit Sharma

Estate & Financial Planning Advisor, MANULIFE WEALTH INSURANCE SERVICES INC.
             

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 advisor, committed to doing what is right.

Office: Mississauga, ON

amit@adinadifinancial.com


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Behi Shafiei

Estate & Financial Planning Advisor

Behi Shafiei

Estate & Financial Planning Advisor, Manulife Wealth Insurance Services Inc.

With over a decade of expertise across Banking, the Government of Ontario, and Real Estate Investment, Behi is on a mission to empower Toronto’s vibrant families and business owners. Her unwavering commitment is to help them build, protect, and grow their wealth while achieving the clarity and peace of mind they rightfully deserve.

Behi’s visionary approach and unwavering commitment to empowering others make her an invaluable asset to our team and the communities we serve.



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Kunal Patel

Estate & Financial Planning Advisor

Kunal Patel

ESTATE & FINANCIAL PLANNING ADVISOR, MANULIFE WEALTH INSURANCE SERVICES INC

Kunal has been assisting individuals, families, and corporations in the financial services sector for the past two years, and he wants to keep doing so. He works with his clients to develop personalized wealth and protection strategies and provides services using a comprehensive approach. His areas of expertise are retirement income and financial planning.

In order to surpass his esteemed clients' expectations, Kunal strives to deliver the best possible service while adhering to the values of professionalism, ethics, and service. Kunal is a sincere life insurance and investment broker who is dedicated to acting morally.

Office: London, Ontario

kunal.patel108@outlook.com