Jatinder Sharma

Principal @IG Wealth Management

Brampton, ON, CA
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Jan 2011 — Present

Principal @IG Wealth Management

View department →

Investors Group Securities Inc.Sharma & Associates Private Wealth Management

EDUCATION

2007

Financial Advisors Association of Canada

CLU, CHS Designations

1989 — 1994

Georgian Technical University

Master's degree

N/A

The Canadian Institute Of Financial Planning - CIFP

Registered Retirement Consultant - RRC designation

ABOUT JATINDER SHARMA

Welcome to Sharma & Associates Private Wealth Management. We recognize that time is a precious resource for you so our team takes the load off of your shoulders by translating your aspirations into attainable realities. We are a team of financial professionals who are committed to guiding affluent and high net worth Canadians toward their financial goals. We use strategies designed to fit your unique needs—whether personal or business—and we work daily to anticipate your evolving financial life. A key to your financial well-being is our ability to engage the right experts to meet those needs so you can benefit from as many financial opportunities as possible. Our team also ensures that you are empowered to understand the complexities of your financial matters. With 40+ years of combined financial planning experience, we will help you build confidence in your future as we protect and manage your wealth. We do so by building a comprehensive financial plan with focus on advanced tax, retirement and estate planning strategies. We pivot with you as life or business matters change either purposely or unexpectedly. We will achieve this through accountability, a specialized collaborative approach, and our commitment to provide a superb client experience. For you, this means more time to enjoy your life with the confidence that your financial affairs are in good hands.

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Jatinder Sharma — Principal at IG Wealth Management in Brampton, ON, CA | Unifers