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My name is Devendra Sharma (Deven) and I
am a Certified Financial Planner
 ,
Chartered Life Underwriter (CLU), and a Certified Health
Insurance Specialist (CHS). For over the last 10 years, I
have been providing investment, insurance and tax advice
regarding business and personal finances in the Greater Toronto
Area and beyond.
Prior to becoming a Financial Advisor, I spent over 10
years as Head of Project Finance and Accounts in
live-stock equipment company.
As a result of this interesting path, I
have had the opportunity to get to know many people from different
backgrounds. My concern for the financial well-being of my
clients is fueled by professional and personal experiences. I
write and speak passionately regarding to the topic of planning
for old age and I genuinely care about my clients.
In particular, I want to encourage young
men and women to explore and assume responsibility for their
finances. Many individuals, both young and old, often let me know
how much they feel the need for increased financial wisdom. They
want some sense of financial security and self-reliance, which
is a worthy goal to pursue.
Each of us want to know that we are not
alone in the process. Please do not worry if you have previously
made some financial mistakes. We all do. It is true that we are
living longer lives and therefore the money will need to last a
lot longer. However there is good news: because we have a longer
lifespan, we have more time to learn and make adjustments. Our
lengthening lives gives us the opportunity to make our lives
richer in many different ways.
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® 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.