Sharma & Associates Private Wealth Management
54Developing35 Sandalwood Pkwy W, Brampton, ON L7A 1J6, Canada
Last updated September 2026
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Sharma & Associates Private Wealth Management is a local financial planning provider in Brampton, Ontario. Details below come from public business listings, confirm credentials, registration, and fit directly before booking.
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Sharma & Associates is a wealth management firm that pairs a financial planner with an in-house CPA. Most clients are business owners and professionals who want tax, retirement and estate planning handled together.
For people nearing or in retirement, the team plans withdrawals and retirement income, and helps line up wills, trusts and insurance for estate and legacy planning. It suits families with more complex finances who want one coordinated plan.
Editorial summary by Senior Care Path based on verified listing data, last reviewed September 2026.
Conditions & Needs Supported
Services
Fees & Payment
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Who This Provider Is Best For
Languages Supported
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Photos via Google Maps
Google Reviews
See all reviews on Google5.0
1 Google review
Summary of Google Reviews
Summarized by Senior Care Path from Sharma & Associates Private Wealth Management's Google rating and recent reviews. Confirm specifics with the provider.
Sharma & Associates Private Wealth Management holds an excellent 5.0-star rating across 1 Google reviews.
Most recent reviews
Varsh Patel
a year ago · via Google
Great service, always punctual for meeting time, respects our time and privacy. Helped me to retire early.
Licenses & Registrations
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
Location
35 Sandalwood Pkwy W, Brampton, ON L7A 1J6, Canada
Also serves
- Brampton and surrounding areas
Frequently Asked Questions
What services does Sharma & Associates Private Wealth Management offer?
Sharma & Associates Private Wealth Management is a financial planning provider in Brampton, Ontario. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
How do I book an appointment with Sharma & Associates Private Wealth Management?
Send a request through the form on this page with your name, email and phone. We pass it to Sharma & Associates Private Wealth Management so they can reach you about a time that works, and a Senior Care Path advisor can help you compare financial planners in Brampton. It is free, with no pressure.
Is Sharma & Associates Private Wealth Management verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.