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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.

Renu Sharma B.Com, M.Com Photo

Renu Sharma B.Com, M.Com

Director, Sharma Wealth Management
Mutual Fund Advisor, Manulife Securities Investments Services Inc.
Life Insurance Agent, Manulife Securities Insurance 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


Naresh Sharma B.Com, MBA, CFP Photo

Naresh Sharma B.Com, MBA, CFP

Director, Sharma Wealth Management
Financial Planner, Manulife Securities Investment Services Inc.
Life Insurance Agent, Manulife Securities Insurance 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 high performance, client retention and high service standards in the financial planning industry.

Inderpeet Singh Photo

Inderpeet Singh

Associate Director, Sharma Wealth Management
Mutual Fund Advisor, Manulife Securities Investment Services Inc.
Life Insurance Agent, Manulife Securities Insurance Inc.

Inderpreet brings over 6 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.



Kanwaljot Gill Photo

Kanwaljot Gill

Client Relationship Manager, Sharma Wealth Management
Associate Mutual Fund Advisor, Manulife Securities Investment Services Inc.

Kanwaljot has been a key partner of Sharma Wealth Management for the past 10 years. Her expertise are business operations, client servicing, investments management and accounting. She is an expert in her field and has received numerous awards and appreciations for client relationship management.

Kanwaljot.gill@manulifesecurities.ca


 Paul Church, P.Eng. Photo

Paul Church, P.Eng.

Director of Acquisition, Sharma Wealth Management
Life Insurance Agent, Manulife Securities Insurance Inc.

Professional engineer managing very successful sales forces in the technology space with world wide scope. Eight 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 tasked with expanding our business through acquisitions, partnerships and organic growth.

pchurch@sharmawealth.ca

John S. Ziolkowski Photo

John S. Ziolkowski

Associate Director, Sharma Wealth Management
Mutual Funds Advisor, Manulife Securities Investment Services Inc.
Life Insurance Agent, Manulife Securities Insurance Inc.

John brings over 2 decades of professional business experience and 9 additional years in the financial services industry. His extensive business background compliments his expertise in Company Group Benefits and supports his client centric approach to Tax, Investment, Retirement, Insurance and Estate Planning.   His creative flair and passion for innovative financial solutions serves his diverse clientele of successful business professionals and their families well.   As a key partner of Sharma Wealth Management, he prides himself on the promise of delivering an unforgettable world-class client experience with the goal of delivering financial freedom.

john.ziolkowski@manulifesecurities.ca


Unita Shrestha Photo

Unita Shrestha

Digital Marketing Coordinator, Sharma Wealth Management

Marketing Assistant, MANULIFE SECURITIES INVESTMENT SERVICES INC

Unita brings over 5 years of experience in Marketing and Advertising. She is expert at developing marketing and communication plan and promoting services in the online sphere. She has worked for several digital marketing projects across different verticals including Technology, Research, Education, Finance and Online. As a key communication contact of Sharma Wealth Management, her responsibilities include understanding & building relationship with clients and communicating about the brand in the right manner.

unita.shrestha@manulifesecurities.ca