Reshma Sharma CPA, CGA, CPA (Delaware)
Reshma is a Chartered Professional Accountant with more than 25 years of experience in accounting, tax, succession and estate planning.
She holds multiple professional designations:
- Certified Public Accountant (Delaware) – since 2004
- Certified General Accountant (CGA) – since 2007
- Chartered Professional Accountant (CPA, Canada) – since 2016
She has successfully completed the In‑Depth Tax Program and holds the CPA Canada Certificate of Achievement in Tax Education- a prestigious recognition of excellence in continuing education for tax practitioners in Canada.
What truly inspired her to pursue tax planning was seeing how powerful it can be for business owners and their families. Smart tax strategies don’t just save money in the present; they can shape long-term wealth, protect businesses, and create lasting legacies across generations. So, throughout her career, Reshma has been dedicated to helping professionals and business owners achieve long term business and financial success. She does so by creating tailored roadmaps that leverage advanced tax strategies and integrated financial planning solutions.
Clients can expect a great experience working in tandem with a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Professional Accountant on the team.
In her spare time, Reshma enjoys inspirational podcasts and movies. Reshma and Jatinder are married and have two lovely children. Along with the love they share, they are very passionate about their work, clients, and the financial services industry at large.