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Devendra Sharma (Deven) is a member in good standing with
Financial Planners Standards Council (FPSC) and is a Certified Financial Planner
, Registered Health Underwriter (RHU) and Chartered Life Underwriter (CLU).
Prudent
Asset Management and Devendra Sharma is licensed in the
Province of Ontario to offer Life, Health, Disability Insurance, RESP (Offered by Industrial Alliance), Segregated Funds
(An alternative to Mutual Funds offered by Insurance Companies)
and Mortgage (through
Real Mortgage
Associates).
Prudent
Asset Management is an approved E-filer with Canada Revenue Agency
for personal and corporate taxes. Along with tax advice, it also
offers business registration, business plan, financial statements
and book keeping services.
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Deven and his
team at Prudent Asset provides insurance, tax and investment
(segregated funds)
advice to goal oriented clients who want to develop a lasting
partnership with a financial advisor. We put our client's interests
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.
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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. |
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