|
|
|
Devendra Sharma (Deven) is a member in good standing with
Financial Planners Standards Council (FPSC) and Chartered Life
Underwriter Institute. He is a Certified Financial Planner
 ,
Chartered Life Underwriter (CLU) and Certified Health Insurance
Specialist (CHS). Deven is also licensed to sell Mutual Funds
through Global Maxfin Investments Inc. (GMII).
Prudent
Asset Management Inc. and Devendra Sharma are licensed in the
Province of Ontario to offer Life, Health, Disability Insurance, RESP (offered by
Industrial Alliance
and Global Education Marketing Corporation), and Segregated Funds
(an alternative to Mutual Funds offered by Insurance Companies).
Through its
associate company, Prudent Accounting Services Inc., it offers
tax advice and is an approved E-filer with the
Canada Revenue
Agency for both personal and corporate taxes. It also offers
services for businesses such as business incorporation, payroll
process and bookkeeping services to name a few. |
|
|
Why Prudent
Asset? |
|
|
|
Deven and his
team at Prudent Asset provide insurance, tax and investment/ segregated funds
advice to goal oriented clients who want to develop a lasting
partnership their financial advisor. We put the interest of our
clients first. When you hire us, you establish a partnership that will
help you identify your financial goals, while reflecting your
unique requirements: income and security, growth, tax considerations,
your current portfolio, past investment experience, and your comfort
with risk. We can help you to reach your financial objectives.
|
|
|
|
CFP®,
CERTIFIED FINANCIAL PLANNER® and
®
are certification marks owned outside the U.S. by
Financial Planning Standards Board Ltd. (FPSB).
Financial Planners Standards Council is the marks
licensing authority for the CFP marks in Canada, through
agreement with FPSB. |
|
