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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 Photo
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Renu Sharma

DIRECTOR, SHARMA WEALTH MANAGEMENT

Renu Sharma

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 Photo
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Naresh Sharma

DIRECTOR, SHARMA WEALTH MANAGEMENT

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 Director, Sharma Wealth Management high performance, client retention and high service standards in the financial planning industry.

naresh.sharma@manulifesecurities.ca


Paul Church Photo
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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 Securities Insurance 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


Inderpeet Singh Photo
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Inderpeet Singh

ASSOCIATE DIRECTOR, SHARMA WEALTH MANAGEMENT

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 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





Pranshu Saini Photo
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Pranshu Saini

ASSOCIATE, SHARMA WEALTH MANAGEMENT


Pranshu Saini

ASSOCIATE, Sharma Wealth Management

Marketing Assistant, Manulife Securities Investment Services 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