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Hello,
Welcome – I’m glad you dropped in for a
visit.
My name is Devendra Sharma (Deven) and I am
a Certified Financial Planner (CFP), Registered Health
Underwriter (RHU), and a Chartered Life Underwriter (CLF). I have been providing advice on investment, insurance and
taxes to individual and corporate clients in GTA over last 9
years. Prior to becoming a Financial Advisor, I spent over 10
years as Head of Project Finance & Accounts in
live-stock equipment company.
As a result of this interesting path, I
have had the chance to know many people from different
backgrounds. My concern for our financial well-being is fueled by
professional and personal experience. I write and speak
passionately on the topic of planning for our old age. I care
deeply about my clients and my audience.
In particular, I want to encourage young
men & women to explore and assume responsibility for their
finances. Many individuals have let me know how much they feel the
need for increased financial wisdom. They want some sense of
security and self-reliance, which is such a worthy goal to pursue.
And each of us wants
to know we are not alone in the process. Please don’t worry if
you’ve made some financial mistakes along the way – we all do.
It’s true that we are living longer and the money has to last
longer. But here is the good news: because we are living longer, we have
more time to learn and make adjustments. Our lengthening life span
gives us the opportunity to make our lives richer in many, many
ways.
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