Jatinder Sharma - Sharma & Associates Private Wealth Management

09/23/2025

To learn more about Jatinder Sharma and how his team at Sharma & Associates Private Wealth Management support business owners just like Dr. Patel, visit https://www.sharmaandassociatespwm.com/ Dr. Sujay Patel, a psychiatrist and entrepreneur, shares how his upbringing in Newfoundland shaped his values and inspired his business journey. Through strategic financial planning with Sharma & Associates—including tax-efficient structures and estate planning—he successfully navigated the complex sale of his company. The partnership gave his family the freedom to focus on what matters most, ensuring their legacy continues into the future.

03/16/2022

How to invest for the long run even if the world seems to be going nuts now.

03/11/2022

Although there are many benefits to investing in a TFSA, there can also be costly mistakes. This article outlines the eight most common pitfalls people encounter and how to avoid them.

February 17, 2022 8 common TFSA pitfalls and how to avoid them A Tax-Free Savings Account (TFSA) is a great tool to build wealth for most Canadians while paying less tax. Although there are many benefits to investing in a TFSA, there can also be costly mistakes. This article outlines the eight most....

03/02/2022

Real financial planning. Backed by real performance. I believe a real financial plan includes retirement planning, mortgages, estate, tax strategies and our top-performing investment solutions. Contact me to learn more. ow.ly/HZXc103qIpH

01/28/2022

Chief Investment Strategist Philip Petursson describes the economic “atmosphere of improvement” and shares observations and perspective for investors in his 2021 fourth quarter market review. Read more:

"The fourth quarter put a stamp on the year with a tone of improvement" - Philip Petursson,"The fourth quarter put a stamp on the year with a tone of improvement" - Philip Petursson

01/26/2022

Join our expert panel for a discussion about factors you should consider when planning the sale or transfer of a family business.

At this live event, we’ll review options for structuring the transfer of a business, the tax planning advantages created by Bill C-208, and how to incorporate business succession plans into your wider retirement and financial plans.

Register here: http://ow.ly/cSS050HEwvI

01/14/2022

Join Chief Investment Strategist Philip Petursson as he shares his 2022 market outlook with host H**p Lamba, Senior Vice-President, IG Wealth Management.

Tuesday, January 18, 2022
12 p.m. PT | 1 p.m. MT | 2 p.m. CT | 3 p.m. ET | 4 p.m. AT
Register today: ow.ly/hjBy103kxtY

12/24/2021

May your holidays sparkle with moments of love, laughter, and goodwill, and may the year ahead be full of contentment and joy!

Wishing you peace, health, and prosperity this holiday season and throughout 2022.

Have a Happy Holidays!

11/11/2021

Remembrance Day has been commemorated since 1931, in the period of peace between the First and Second World Wars. We observe a moment of silence to mark the sacrifice of the many who have fallen in the service of our country, and to acknowledge the courage of those who still serve.

11/09/2021

Many Canadians are helping their children get ahead by covering education costs, buy a first home, or start a business. However, many are not properly considering the impact of these gifts in their financial plans, especially the impact on their long-term financial well-being. Join us on November 25th, at an exclusive webinar where our expert panel will discuss the dos and don’ts of giving during your lifetime.

Register here: http://ow.ly/5O6q50GJKga

11/03/2021

Wishing everyone a safe, vibrant Diwali and a prosperous New Year!

11/03/2021

This Financial Literacy Month, IG is bringing the IG Empower Your Tomorrow program to screens across Canada with the premiere of The Dream Team. Watch as Manjit Minhas, Alyssa Davies and the rest of the team invest in Canada’s Indigenous peoples, newcomers, seniors and youth to help them get one step closer to fulfilling their dreams. The Dream Team, a series by IG Wealth Management, available on CBC Gem Nov 8.