Naresh Sharma Email
Co- Founder and Principal, Advisor Excellence @ SHARMA WEALTH MANAGEMENT
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Naresh Sharma Location
- Mississauga, ON, CA
Naresh Sharma Work
- 2006 -now Co- Founder and Principal, Advisor Excellence @
- 2009 -2017 Regional Director @
- 2005 -2009 Division Director @
- 2002 -2004 Financial Advisor @
- 1997 -2000 Assistant Vice President @ UTI Investor Services
- 1994 -1997 Centre Manager @ Informatics Computer Institute
Naresh Sharma Education
- FSCO
CFP (CFP)
2010-2012 - FP Canada
Certified Financial Planner (Certified Financial Planner , Financial Planning and Services)
2009-2010 - MBA
Master of Business Administration (MBA) (Master of Business Administration (MBA), Marketing)
1989-1991 - RRC
Registerted Retirement Consultant (Registerted Retirement Consultant , Financial Planning and Services)
- Hindu College
B.Com (B.Com)
- FSCO
B.com. DBM MBA CFP (B.com. DBM MBA CFP)
Naresh Sharma Skills
- Team Leadership
- Financial Planning
- Leadership
- Team Building
- Retirement Planning
- Estate Planning
- Investments
- Wealth Management
- Financial Advisory
- Mutual Funds
- Retirement
- Financial Services
- Strategic Financial Planning
- Finance
- Investment Advisory
- Investment Strategies
- Pensions
- Financial Planners
- Banking
- Risk Management
- Insurance
- Business Development
- Asset Management
- Financial Analysis
- Sales
- Customer Relationship Management (CRM)
- Management
- Leadership Development
- Coaching
- Critical Illness
- Portfolio Management
- Customer Relationship Management
Naresh Sharma Summary
- Naresh Sharma, based in Mississauga, ON, CA, is currently a Co- Founder and Principal, Advisor Excellence at Sharma Wealth Management. Naresh Sharma brings experience from previous roles at IG Wealth Management and UTI Investor Services. Naresh Sharma holds a 2010 - 2012 CFP in CFP @ FSCO. With a robust skill set that includes Team Leadership, Financial Planning, Leadership, Team Building, Retirement Planning and more. Naresh Sharma has 2 emails on RocketReach.
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Top SHARMA WEALTH MANAGEMENT Employees
Naresh Sharma
Co- Founder and Principal, Advisor Excellence
Mississauga, ON, CA
Renu Sharma
Co-Founder
Toronto, ON, CA
Pranshu Saini
Associate
Toronto, ON, CA
Cs Sharma
Assistant Manager
Toronto, ON, CA
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