Harish Sharma, Cfp

Harish Sharma, Cfp Email and Phone Number

Director @ Strategic Wealth Management Services Inc.
Toronto, ON, CA
Harish Sharma, Cfp's Location
Greater Toronto Area, Canada, Canada
Harish Sharma, Cfp's Contact Details

Harish Sharma, Cfp work email

Harish Sharma, Cfp personal email

n/a
About Harish Sharma, Cfp

I am a Financial Planner to help you manage your financials. My passion is applying my financial planning knowledge and expertise to help my clients develop a personal financial strategy. I will take the time to understand what matters most to you, then recommend time-tested strategies for reaching your goals – whatever they may be! I want to get personal with you…..towards your financial goals !

Harish Sharma, Cfp's Current Company Details
Strategic Wealth Management Services Inc.

Strategic Wealth Management Services Inc.

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Director
Toronto, ON, CA
Website:
strategicwealthservices.com
Employees:
5
Harish Sharma, Cfp Work Experience Details
  • Strategic Wealth Management Services Inc.
    Director
    Strategic Wealth Management Services Inc.
    Toronto, On, Ca
    View
  • Rbc Royal Bank
    Investments And Retirement Income Planner
    Rbc Royal Bank May 2016 - Oct 2023
    On-Virtual/Phone/In Person-Scarborough/Markham/Stouffville/Mt. Albert/Georgina
    Its the time to review and discuss your Financial goals with a specialist in investments and retirement planning. It can help you achieve your short term and long term goals. You can grow your investments at a pace and accumulate enough money to enjoy/retire and have a comfortable and peaceful life at your terms.
  • Rbc Insurance
    Advisor For Financial Risk Solutions,Investments And Life Time Income Solutions
    Rbc Insurance Apr 2006 - Apr 2016
    With a Chartered Accountant background, I understand the value of money and how to make the best use of it for your future growth. I can help to improve your Lifestyle and maintain it for rest of your life.This would ensure peace of mind during the whole journey of your life and that of your family.My New role as Financial Advisor is to provide you with all the tools and plans to achieve the goals mentioned above.
    View
  • Dada Motors Ltd.
    Manager-Taxation,Accounts And Admin.
    Dada Motors Ltd. Sep 2000 - May 2005
    Part of the Lead team of the company to achieve new standards and heights in company's business of Automobile sales.
  • Pravin K Garg & Co. Chartered Accountants Llp
    Partner/Manager – Clients Relations And Operation
    Pravin K Garg & Co. Chartered Accountants Llp Jan 1995 - Aug 2000
    Managing the Client facing role to provide the services of Audit,Company Law Matters.

Harish Sharma, Cfp Skills

Strategic Financial Planning Financial Advisory Mutual Funds Investment Planning Retirement Planning Retirement Income Planning Financial Planning

Harish Sharma, Cfp Education Details

Frequently Asked Questions about Harish Sharma, Cfp

What company does Harish Sharma, Cfp work for?

Harish Sharma, Cfp works for Strategic Wealth Management Services Inc.

What is Harish Sharma, Cfp's role at the current company?

Harish Sharma, Cfp's current role is Director.

What is Harish Sharma, Cfp's email address?

Harish Sharma, Cfp's email address is ha****@****rbc.com

What schools did Harish Sharma, Cfp attend?

Harish Sharma, Cfp attended The Institute Of Chartered Accountants Of India, Guru Nanak Dev University.

What are some of Harish Sharma, Cfp's interests?

Harish Sharma, Cfp has interest in Children, Economic Empowerment, Education, Poverty Alleviation, Human Rights.

What skills is Harish Sharma, Cfp known for?

Harish Sharma, Cfp has skills like Strategic Financial Planning, Financial Advisory, Mutual Funds, Investment Planning, Retirement Planning, Retirement Income Planning, Financial Planning.

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