At Sharma & Associates Private Wealth Management, we believe wealth preservation starts with a deep understanding of every detail—from your corporate structure to your estate documents. Our in-house team includes both a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Professional Accountant on every file, offering unmatched financial insight backed by decades of experience. Whether you’re a business owner with multiple corporations or an incorporated professional navigating complex tax obligations, we offer a proactive, integrated approach that preserves what you’ve built and prepares you for what’s next.
This is more than portfolio management—it’s true financial strategy. We stress-test every recommendation behind the scenes, identify gaps others miss, and build a plan that helps protect your assets for the long run. With us, you get clarity, precision, and peace of mind.
Book a meeting and experience the difference
Clients often tell us they didn’t realize how much was being missed—until we reviewed their files. From tax savings to estate planning alignment, our process is designed to preserve wealth from every angle. We don’t start with products or sales pitches—we start with your full financial picture and a conversation.
Use the calendar below to book your confidential, no-obligation meeting. Whether you're ready to take action or simply want a second opinion, we’re here to help you make smarter decisions, backed by trusted expertise. Let’s build a plan that protects what matters most.