At Sharma & Associates Private Wealth Management, we do more than manage money—we bring clarity, structure, and strategic alignment to complex financial lives. Whether you're an incorporated professional, a business owner, or part of an affluent family, we act as your financial second set of eyes—combining the analytical depth of a CPA with the forward-thinking strategy of an experienced financial planner.
Advice aligned to your life
Through a comprehensive financial planning approach, we will create tailored strategies that not only help you achieve your financial goals, but also help minimize your overall tax burden now and in the future.
Is your financial well-being on track?
Try our IG Living Plan Snapshot to find out. This straightforward online tool will help you assess if you are on track to meet your goals, based on key dimensions of your financial life. From optimizing your retirement, to preparing for the unexpected, answering a few questions pertaining to key planning areas will deliver a financial well-being score out of 100, and personalized recommendations to help you make improvements.