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Financial Planner & Tax Advisor
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Prudent Asset
Finance · Canada · 1-10 Employees
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Overview
Headquarters
235 Derry Rd W, Mississauga, Ontario, L5...Phone Number
(619) 476-7535Website
www.prudentasset.comRevenue
<$5 MillionIndustry
About Prudent Asset
Prudent Asset Management specializes in providing accounting and financial services tailored for dentists, doctors, and healthcare professionals. The company offers expertise in tax planning, estate retirement planning, and insurance strategies to help clients improve their financial success and efficiently manage their professional practices. Led by Devendra Sharma, a Chartered Professional Accountant and Certified Financial Planner, the firm combines financial planning with risk management and investment advice. Their services aim to accumulate assets and protect practices, catering primarily to clients in Ontario and the Greater Toronto Area.Explore more
Prudent Asset Org Chart
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Revenue
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1-10
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Marcia HuntCertified Financial Planner & Chartered Financial Services Broker & Mortgage Broker
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Prudent Asset Management specializes in providing accounting and financial services tailored for dentists, doctors, and healthcare professionals. The company offers expertise in tax planning, estate retirement planning, and insurance strategies to help clients improve their financial success and efficiently manage their professional practices. Led... Read More
