Sharma Wealth Management

Finance · Canada · 11-50 Employees

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Overview

Headquarters

2560 Matheson Blvd E Ste 324, Mississaug...

Phone Number

(905) 602-9991

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Sharma Wealth Management

Sharma Wealth Management is a wealth management firm with over 23 years of experience, dedicated to helping business professionals and families achieve financial clarity and long-term success. They offer personalized, goal-driven financial planning services that cater to the unique needs of business owners, families, and executives. The firm emphasizes building strong relationships with clients and actively supports local charities, reflecting their commitment to community involvement. With a focus on strategic financial planning, they provide expert guidance to help clients secure their financial futures.Explore more
Sharma Wealth Management's Social MediaPopular SearchesSharma Wealth ManagementManufacturers Life Insurance CoSIC Code 62,628NAICS Code 52,523Show more

Sharma Wealth Management Org Chart

PhoneEmail
NS
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President & Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sharma Wealth Management

<$5M
11-50
Private
-
2002
NS
Naresh SharmaPresident & Financial Planner
<$5M
1-10
Private
-
1995
JL
Jack LumsdenFinancial Advisor
<$5M
11-50
Private
-
1996
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2010
JL
Josh LandinInternet Sales Manager
<$5M
1-10
Private
-
2009
RK
Rajeev KudsiaSenior Financial Advisor
<$5M
1-10
Private
-
-
CM
Christine MaguireOperational Associate
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sharma Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sharma Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sharma Wealth Management.

Sharma Wealth Management Tech Stack

A closer look at the technologies used by Sharma Wealth Management

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Frequently Asked Questions Regarding Sharma Wealth Management

What is Sharma Wealth Management's official website?
Sharma Wealth Management's official website is www.sharmawealth.ca
What is Sharma Wealth Management's Revenue?
Sharma Wealth Management's revenue is <$5 Million
What is Sharma Wealth Management's SIC code?
Sharma Wealth Management's SIC: 62,628
What is Sharma Wealth Management's NAICS code?
Sharma Wealth Management's NAICS: 52,523
How many employees does Sharma Wealth Management have?
Sharma Wealth Management has 11-50 employees
What industry does Sharma Wealth Management belong to?
Sharma Wealth Management is in the industry of: Finance, Securities Trading
What is Sharma Wealth Management competition?
Sharma Wealth Management top competitors include: Kudsia Leith Sanchez, Financial Health Works, Jack Lumsden, Stratego Financial
What technology does Sharma Wealth Management use?
Some of the popular technologies that Sharma Wealth Management uses are: reCAPTCHA, Cloudflare CDN, Google Font API, Microsoft 365
How do I contact Sharma Wealth Management?
Sharma Wealth Management contact info: Phone number: (905) 602-9991 Website: www.sharmawealth.ca
What does Sharma Wealth Management do?

Sharma Wealth Management is a wealth management firm with over 23 years of experience, dedicated to helping business professionals and families achieve financial clarity and long-term success. They offer personalized, goal-driven financial planning services that cater to the unique needs of business owners, families, and executives. The firm emphas... izes building strong relationships with clients and actively supports local charities, reflecting their commitment to community involvement. With a focus on strategic financial planning, they provide expert guidance to help clients secure their financial futures.Read More

What are Sharma Wealth Management social media links?
Sharma Wealth Management Linkedin page Sharma Wealth Management Twitter page Sharma Wealth Management Facebook page
Is Sharma Wealth Management a public company?
Sharma Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Sharma Wealth Management

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