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Sharma Wealth Management At Sharma Wealth Management, our focus is to serve successful individuals/families and High Net worth Clients

At Sharma Wealth Management, our focus is to serve successful individuals/families, professionals, business owners, professional corporations in areas of Tax Planning, Investment Planning, Retirement Planning, Business Succession Planning, Estate Planning, Risk Management, Group Plans and Pension Plans.

Financial markets rarely move in isolation.Inflation, interest rates, bond yields and broader economic conditions are cl...
10/16/2026

Financial markets rarely move in isolation.

Inflation, interest rates, bond yields and broader economic conditions are closely connected—and understanding these relationships can provide useful context for how the financial environment is evolving.

In this five-part series, we look at some of the key economic and market indicators behind financial decisions, what they measure, and why they matter.

Part I begins with four fundamental indicators: inflation, core inflation, the policy interest rate and government bond yields.

Disclaimer: This content is for general informational and educational purposes only and does not constitute investment, financial, tax or legal advice.

Research increasingly points to a connection between gardening, exposure to green space, wellbeing and healthy ageing.A ...
10/14/2026

Research increasingly points to a connection between gardening, exposure to green space, wellbeing and healthy ageing.

A 2026 longitudinal study of older adults found that frequent gardening was associated with a 22% lower mortality risk compared with rarely or never gardening. Other research has similarly linked gardening and green space with measures of wellbeing and health.

But the appeal of a garden may extend beyond physical activity and time spent outdoors.

Psychological research has long examined the importance of perceived control and personal mastery—the sense that our actions can influence what happens. Longitudinal research has linked these perceptions with mental and physical health outcomes in later life.

Gardening offers a simple, tangible example. You plant something, care for it over time, and eventually see the result of your effort. That visible connection between action and outcome may contribute to a sense of accomplishment, purpose and agency.

With October marking the end of the growing season in much of Canada, this is also the time for seasonal garden maintenance and preparing outdoor spaces for winter. November through March can then provide an opportunity to plan next season’s planting, landscaping and outdoor projects.

For those approaching or already in retirement, activities such as gardening can be part of maintaining structure, activity and engagement throughout the year.

Retirement planning considers how assets can support the years ahead. But a meaningful retirement also depends on how those years are lived—health, purpose, relationships, activity and connection to the world around us.

Perhaps the garden deserves a place in the retirement plan, too. 🌿

Source: Corley et al., Journal of Environmental Psychology (2026), “Gardening, healthy aging, and longevity: Longitudinal evidence from 25 years of the Lothian Birth Cohort 1921.”

Disclaimer: This post is provided for general educational and informational purposes only and does not constitute financial, investment, tax, legal or health advice.

Financial priorities rarely remain fixed. Retirement, investments, tax considerations, succession and wealth transfer ca...
10/13/2026

Financial priorities rarely remain fixed. Retirement, investments, tax considerations, succession and wealth transfer can become increasingly interconnected as circumstances change.

The challenge is not simply building wealth. It is understanding how the pieces fit together and whether your current strategy still reflects what matters most.

Choose your next step:

→ Register for our Educational Private Wealth & Legacy Webinar
→ Reserve your spot for a Complimentary Financial Review

📩 [email protected]

For educational purposes only. This post does not constitute personalized financial, investment, tax or legal advice. Individual circumstances should be considered before making financial decisions.

Looking ahead to the long weekend, the Sharma Wealth Management team wishes you a Happy Thanksgiving filled with warmth,...
10/09/2026

Looking ahead to the long weekend, the Sharma Wealth Management team wishes you a Happy Thanksgiving filled with warmth, gratitude, and quality time with family and loved ones.

10/06/2026

Estate planning brings together more than a Will. Depending on a family’s circumstances, it may involve the ownership of assets, beneficiary designations, tax considerations, business interests, insurance, trusts, liquidity needs and the roles of the people responsible for carrying out the plan.

For business-owning and high-net-worth families, these considerations can become particularly important when planning for retirement, a business transition, incapacity or the transfer of wealth to the next generation.

Interested in learning how these topics may apply to your family’s financial planning? Join our educational Tax & Estate Planning Webinar to explore these considerations in greater detail.

📩 Register: [email protected]

Educational content only. Estate, tax, legal and investment strategies depend on individual circumstances. Consult qualified financial, tax and legal professionals before implementing any strategy.

10/05/2026

Your investment strategy shouldn't necessarily remain the same throughout your financial journey.

As your financial circumstances, goals and time horizons evolve, your investment priorities may evolve with them.

🌱 Growth

When you have a longer investment time horizon, you may have greater capacity to focus on long-term growth and potentially tolerate greater market fluctuations.

The focus may be on:
• Building capital
• Long-term growth
• Taking an appropriate level of investment risk
• Staying invested through market cycles

🌿 Growth + Protection

As your wealth and financial responsibilities grow, the conversation may shift from simply growing wealth to growing and protecting it.

This can involve:
• Diversification
• Managing investment risk
• Aligning investments with your financial goals
• Tax considerations
• Reviewing your overall asset allocation

🍂 Preparation + Transition

As you approach major financial transitions such as retirement, protecting the wealth you've accumulated may become increasingly important.

The focus may include:
• Preparing for retirement income
• Managing market risk
• Balancing growth with capital preservation
• Coordinating investments with other sources of income
• Reviewing liquidity needs

❄️ Preservation + Income

During retirement, the objective may shift from simply maximizing portfolio growth toward generating income while managing the risk of unnecessarily eroding capital.

This may involve:
• Withdrawal planning
• Managing investment volatility
• Tax considerations
• Maintaining appropriate liquidity
• Planning for future generations

Professional guidance can help you evaluate these factors and determine an approach that is appropriate for your individual circumstances.

This post is provided for general educational and informational purposes only and is not intended to provide investment, financial, tax or legal advice or a recommendation to buy or sell any security or investment product. Individual circumstances vary. Please consult with an appropriately qualified and licensed professional before making investment decisions.

Building wealth is important. So is protecting it and planning how it will be passed on.There are many strategies that c...
10/02/2026

Building wealth is important. So is protecting it and planning how it will be passed on.

There are many strategies that can be considered, but their value depends on how well they work together. A well-coordinated approach can help improve your family’s financial situation today while contributing to greater financial security for the future.

Disclaimer: This content is for general information only and does not constitute legal, tax, or investment advice.

With a background in professional engineering and extensive experience leading high-performing sales organizations in th...
09/29/2026

With a background in professional engineering and extensive experience leading high-performing sales organizations in the technology sector on a global scale, Paul Church brings a broad perspective to business development and leadership. His experience also includes more than a decade in the financial services industry, where he progressed from Consultant to Director and led teams of financial professionals at different stages of their careers.

At Sharma Wealth Management, Paul plays an important role in the firm’s continued growth, with a focus on strategic acquisitions, partnerships, and organic business development. His approach combines long-term strategic thinking with a practical understanding of people, organizations, and opportunities.

Whether you are a business owner, an incorporated professional, or building your career, the financial decisions you mak...
09/28/2026

Whether you are a business owner, an incorporated professional, or building your career, the financial decisions you make today can shape the opportunities available to you and your family tomorrow.

As wealth accumulates, businesses evolve, and priorities change, tax, retirement, estate planning, and legacy considerations become increasingly interconnected. What makes sense at one stage of life may require a different approach at the next.

Our Tax & Estate Planning Webinar will explore key strategies and considerations for building, managing, and transitioning wealth, with a focus on individuals, families, business owners, and incorporated professionals.
Join us for an educational discussion on planning for the present while considering the years ahead.

📅 Date: Wednesday, October 14, 2026

⏰ Time: 6:30 PM EDT

During the webinar, we’ll discuss:

✔️ Business Succession & Legacy Planning
✔️ Intergenerational Wealth Transfer
✔️ Advanced Estate Planning Strategies
✔️ Individual Pension Plans (IPPs)
✔️ Family Wealth Preservation & Transition

📩 Register by emailing: [email protected]
🌐 Visit us at: www.sharmawealth.ca

Disclaimer: This webinar is for educational and informational purposes only and does not constitute financial, tax, legal, or investment advice. Strategies discussed may not be suitable for everyone and should be evaluated based on individual circumstances. Please consult with qualified financial, tax, and legal professionals before making financial or other decisions.

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2560 Matheson Boulevard E/Suite 324
Mississauga, ON
L4W4Y9

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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