Sharma Wealth Management

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.

Meet Apoorva Sharma, our core behind-the-scenes professional who ensures smooth operations across client and organizatio...
06/02/2026

Meet Apoorva Sharma, our core behind-the-scenes professional who ensures smooth operations across client and organizational communications. She efficiently manages priority tasks and supports compliance requirements, bringing strong attention to detail and a structured, client-focused approach.

Understanding wealth management can be challenging. That is why we are pleased to announce our upcoming Tax & Estate Pla...
06/01/2026

Understanding wealth management can be challenging. That is why we are pleased to announce our upcoming Tax & Estate Planning webinar, designed to provide clear and practical financial insights.

We have carefully prepared this session to help you learn simple and effective ways to preserve and grow your wealth using approaches that are relevant in today’s financial environment.

Join us for our educational webinar where we’ll break down approaches to help you build and preserve your wealth, minimize tax exposure, and ensure a smooth transfer of assets to the next generation.

📅 Date: Saturday, June 6, 2026
⏰ Time: 11:00 AM EST

In this session, we’ll cover:
✔️ Key tax-saving strategies you should know
✔️ Estate planning essentials for businesses and families
✔️ How to protect your legacy and avoid common pitfalls
✔️ Practical tips you can start applying right away

Whether you're planning for retirement, managing family wealth, or simply looking to make informed financial decisions, this webinar is designed to provide clarity and actionable insights.

Register now: https://survey.zohopublic.ca/zs/f1BTyH
Go to our website to learn more: https://sharmawealth.ca/

05/29/2026

Many Canadians contribute to a TFSA every year — but not everyone fully understands how it actually works.

From contribution limits and withdrawal rules to transfers, penalties, and tax implications, small mistakes can become costly.

Here’s a simple guide covering important TFSA details every account holder should know.

05/19/2026

If you are already maximizing your RRSP and TFSA accounts and are looking for additional tax-efficient strategies, an Insured Retirement Plan (IRP) may be worth considering.

Enjoy the long weekend and the start of summer with family and friends. As we move into a new season, it’s also a great ...
05/15/2026

Enjoy the long weekend and the start of summer with family and friends. As we move into a new season, it’s also a great time to reflect on your financial goals and take steps toward building and preserving your wealth with confidence.

As an established business owner or incorporated professional, you’ve built something significant. But are you maximizin...
05/05/2026

As an established business owner or incorporated professional, you’ve built something significant. But are you maximizing your financial potential, or are you leaving value on the table due to outdated planning?

Join Naresh Sharma, CFP, MBA, and Pranshu Saini, BBA, from Sharma Wealth Management for an exclusive "Tax & Estate Planning" Webinar. We will move beyond basic strategies to focus on a comprehensive wealth plan tailored to your specific needs.

🗓️ Date: Tuesday, May 26, 2026
⏰ Time: 6:00 PM – 7:00 PM

Secure your spot today to ensure your financial legacy is as strong as your business.

👉 Register here: https://survey.zohopublic.ca/zs/f1BTyH
🌐 Visit us at: www.sharmawealth.ca

Planning ahead isn’t just smart—it’s essential.Join us for an insightful Webinar on Tax & Estate Planning, where we’ll b...
03/26/2026

Planning ahead isn’t just smart—it’s essential.
Join us for an insightful Webinar on Tax & Estate Planning, where we’ll break down key strategies to help you protect your wealth, minimize tax exposure, and ensure a smooth transfer of assets to the next generation.

Whether you’re planning for the future or advising others, this session will provide practical, actionable insights you can use right away.
📅 Date: Saturday, March 28, 2026
⏰ Time: 11:00 AM EDT
📍 Location: Online

Register now: https://us06web.zoom.us/webinar/register/WN_027fQrlySTic1mqrdSDrXg

Planning for the future isn’t just smart—it’s essential.Join us for an insightful webinar on Tax & Estate Planning, wher...
03/18/2026

Planning for the future isn’t just smart—it’s essential.

Join us for an insightful webinar on Tax & Estate Planning, where we’ll break down strategies to help you preserve wealth, minimize tax exposure, and ensure a smooth transfer of assets to the next generation.

📅 Date: Saturday, March 21, 2026
⏰ Time: 11:00 AM EDT

In this session, we’ll cover:
✔️ Key tax-saving strategies you should know
✔️ Estate planning essentials for Businesses and families
✔️ How to protect your legacy and avoid common pitfalls
✔️ Practical tips you can start applying right away

Whether you're planning for retirement, managing family wealth, or simply looking to make informed financial decisions, this webinar is designed to provide clarity and actionable insights.

Register Now by emailing at [email protected]

As we step into the New Year, the Vedas remind us that true prosperity is rooted in Dharma (right action), wisdom, and s...
01/01/2026

As we step into the New Year, the Vedas remind us that true prosperity is rooted in Dharma (right action), wisdom, and service to humanity.

When wealth is guided by purpose and integrity, it creates stability not only for individuals, but for generations.

At Sharma Wealth Management, we remain committed to building wealth with responsibility, clarity, and long-term vision.

✨ Sarve Bhavantu Sukhinah — May all prosper, may all be well. ✨

🎃 Happy Halloween! 👻Wishing everyone a day full of treats, laughter, and just the right amount of friendly tricks! Remem...
10/31/2025

🎃 Happy Halloween! 👻

Wishing everyone a day full of treats, laughter, and just the right amount of friendly tricks! Remember, the only scares we want are fun ones—let’s keep your finances stress-free. Enjoy the festivities, stay safe, and may your candy bag—and savings—overflow this spooky season! 🕸️💰

Address

2560 Matheson Boulevard E/Suite 324
Mississauga, ON
L4W4Y9

Opening Hours

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

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