As a lawyer, you understand the value of precision. You spend your days helping others manage risk, safeguard assets, and plan strategically. But when it comes to your own finances, planning often takes a back seat—or gets lost in one-size-fits-all advice that doesn’t reflect the complexity of your career, income, and goals.

At Sharma & Associates Private Wealth Management, we do things differently. Whether you're a sole practitioner, law firm partner, or in-house counsel, we help you design a strategic plan that protects your income, reduces your tax burden, and builds long-term wealth—both inside and outside your practice.

Every client benefits from our unique, integrated model: a financial planner and a Chartered Professional Accountant working together, in-house, on every file. That means your plan is not only personalized and forward-thinking—it’s also technically sound and tax-smart from the start.

No generic advice. No fragmented service. Just clear, coordinated planning for lawyers who want to get it right from day one.

We go beyond investing—because your financial life demands more

At Sharma & Associates, we offer comprehensive financial planning for lawyers and their families—aligning your personal goals, family priorities, and professional ambitions in one cohesive strategy. Lawyers often earn high incomes, but also face unique financial challenges: elevated expenses, irregular cash flow, and significant tax exposure. Without the right structure and long-term plan, too much of what you earn can slip through the cracks year after year. Our approach ensures every piece of your financial life works together—so you can build and protect wealth with confidence.

Here’s how we help lawyers:

  • Optimize corporate income

    Create and manage investment holding companies to maximize retained earnings and defer taxes.

  • Protect your family and reduce tax burden

    Implement corporate-owned insurance to safeguard your loved ones, reduce taxes, or prepare for a tax-free exit.

  • Grow wealth

    Build an investment portfolio either inside your practice or through a separate investment company, so your money works for you—even when you're not actively working.

  • Plan for the future

    Develop a succession or retirement plan that lets you exit your practice on your terms, when the time comes.

  • Ensure a smooth transition

    Coordinate with your accountants and lawyers to ensure your succession plan is executed exactly as intended—both on paper and in practice—so that you can fully benefit from the Lifetime Capital Gains Exemption.

  • Secure your legacy

    Review your wills, powers of attorney (POAs), trust agreements, and shareholder agreements for long-term peace of mind.

Why lawyers choose Sharma & Associates

We work with incorporated professionals who value precision, diligence, accuracy and results—because that’s exactly how we operate.

Unlike many advisors who offer surface-level planning, we dig deeper. We take the time to fully understand your tax filings, legal structures, and long-term goals. By reviewing what others often overlook, we create a strategy where every piece fits—and works.

Our clients appreciate more than just the outcomes. Lawyers value our clarity, responsiveness, and attention to detail. We explain every recommendation, answer every question, and proactively highlight risks and opportunities others miss.

We’re more than advisors—we’re a second set of eyes on your financial life, helping you stay in control and confident about the future.