Naresh Sharma Email

Founder and Principal, Advisor Excellence @ SHARMA WEALTH MANAGEMENT

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Naresh Sharma Location

Mississauga, ON, CA

Naresh Sharma Work

2006 - now Founder and Principal, Advisor Excellence @ SHARMA WEALTH MANAGEMENT
2009 - 2017 Regional Director @ Investors Group
2005 - 2009 Division Director @ Investors Group

2002 - 2004 Financial Advisor @ Investors Group
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1997 - 2000 Assistant Vice President @ UTI Investor Services
1994 - 1997 Centre Manager @ Informatics Computer Institute

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Naresh Sharma Education

FSCO
CFP
2010 - 2012
FP Canada
Certified Financial Planner (Financial Planning and Services)
2009 - 2010
MBA
Master of Business Administration (MBA) (Marketing)
1989 - 1991

RRC
Registerted Retirement Consultant (Financial Planning and Services)
Jobs Remote
B.Com
FSCO
B.com. DBM MBA CFP

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Naresh Sharma Skills

Team Leadership
Financial Planning
Leadership

Team Building
Retirement Planning
Estate Planning
Investments
Wealth Management
Financial Advisory
Mutual Funds

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Naresh Sharma Summary

Naresh Sharma, based in Mississauga, ON, CA, is currently a 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 @ 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.

Naresh Sharma Emails

Found 2 emails

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