Over the last 18+ years, Jatinder’s focus has been on the unique needs of business owners, health care professionals and high net worth families with an emphasis on integrated tax, retirement, estate and corporate planning strategies. His expertise, passion, and ability to communicate the details from complex strategies to advanced planning with clarity has made him exceptional at handling all sorts of complex financial situations.

Clients are at the core of the practice. Jatinder empathizes with clients and is prompt in responding to their queries and concerns. He is attentive to their values and their diverse backgrounds. By prioritizing them, Jatinder and his team ensure that clients have a phenomenal experience.

Jatinder believes in the importance of education and has attained many industry leading designations, including:

• CERTIFIED FINANCIAL PLANNER^® (CFP)
• Chartered Investment Manager (CIM)
• Chartered Life Underwriter (CLU) 
• Registered Retirement Consultant (RRC)
• Certified Health Insurance Specialist (CHS)
• Certified Professional Consultant on Aging (CPCA)
• Fellow of Canadian Securities Institute (FCSI), which is reserved solely for financial services professionals who meet the highest standards for advanced education, ethical conduct, industry experience and endorsement from peers.

Jatinder’s vast knowledge and experience make him an exceptional financial professional to have by your side. He believes in balancing one’s professional and personal life. He is married and has two children, with whom he loves to spend time at his home in Brampton when he is not working. He is also very active in supporting his local community and is involved in many charitable organizations.

Reshma Sharma is a Chartered Professional Accountant with more than 20 years of experience in accounting, tax, succession planning and estate planning. She has obtained the following designations:

• Certified Public Accountant (Delaware) since 2004
• Certified General Accountant (CGA) since 2007
• Chartered Professional Accountant (CPA) since 2016

Along with our PWM team, Reshma is dedicated to helping professionals and business owners to achieve business and financial success by creating a roadmap to success through utilization of advanced tax and holistic financial planning strategies. Clients can expect a great experience working in tandem with a CERTIFIED FINANCIAL PLANNER^® professional and an 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.

Savita Sharma is an Executive Assistant and essential support to the team. She works with a strong sense of urgency to anticipate needs of the team. She is keen on providing exceptional quality services that our industry demands. Savita has a great understanding of investment administrative processes to seamlessly serve clients and the team. Her sweet nature and quick thinking has been critical in building strong long-lasting relationships with clients. She has a fine eye for details in executing all her responsibilities.

Savita is married and has two children. In her spare time, she enjoys movie nights with her family, baking and creating DIY crafts. 

Rajdeep Angroya has nearly 13 years of varied experience in different sectors and business industries, including Aviation, Insurance and  Taxation.

She has got the following qualifications: -

• Currently enrolled into Chartered Professional Accountant from CPA Ontario and working towards her CPA designation.
• Professional Accounting Certification -2021
• Personal Tax Certification -2021
• Insurance License -2015
• Master of Information Technology -2006

Along with our PWM team, Rajdeep is dedicated to helping professionals and business owners with their various Insurance needs based on the detailed needs-analysis and building the financial plan. Rajdeep is always delighted to offer support and encouragement to others.

Rajdeep is married and has a lovely son. In her spare times, she enjoys live music, travelling, Christmas movies, reading soulful books and loves to dance.