Find a CEA

I have worked in the finance industry for over 10 years and am passionate about investing, retirement planning and finding suitable insurance solutions.

I have attained multiple designations since starting in the field including: Certified Financial Planner, Chartered Life Underwriter, Certified Health Specialist, Certified Consultant on Aging, Certified Executor Advisor, and my Certified Financial Divorce Specialist. 

I help my clients manage their time, energy and most importantly their money so they can achieve their personal goals. Unlike other financial advisors, I have a client first approach. For example, I have a process to help my clients define their values, clarify their goals, understand their situation. I then create a comprehensive plan and provide a simple checklist that they can follow to achieve their goals.

Consulting, and courses in support of preparing and then living out legacies to ensure families thrive for the long term

Full service financial planning practice.  We specialized in helping our clients through complex business, tax and estate planning.

We are IIROC licensed in Ontario, Quebec and BC, and Life Insurance licensed in Ontario and BC.

I am a lawyer by training and a Trust Officer at Scotiatrust. I hold my CEA and TEP designations, as well as degrees in both common and civil law (J.D., B.C.L.) from McGill University and an Honours Bachelor of Science (Hon. B.Sc.) from the University of Toronto. 

I represent Scotiatrust as liquidator, co-liquidator or agent on many estates.

TD Weath

Private Banking

Investment Management - PIC and PIA

Trust

Wealth Advisory Services

MY EXPERT EXPERIENCE WILL GET YOU THE BEST RESULTS!

I have been a full time Professional Realtor serving the Mississauga and the surrounding areas since 1985. 

Throughout the years, as it still is today my main focus has always been to help families and investors achieve their Real Estate goals.

To ensure that you receive the best possible service, as a Professional Realtor and to serve you better I am continually upgrading my skills.

Upgraded Skills:

Master Accredited Senior Agent

As a Master Accredited Senior Agent I have the additional training and knowledge to patiently and professionally help the senior and the mature market Smart Size to a different lifestyle with as little stress as possible.

MCNE  - Master Certified Negotiating Expert,

What being a Master Certified Negotiating Expert means for you, is that not only do I have my over 30 years of experience working for you, but I now also have the very specialized training to ensure that you will get the most professional negotiations possible for you to obtain the best deal, whether you are Selling or Buying.

I have:
• 11 years of providing high quality insurance and investment services for individuals and corporations
• 11 years of wide industry experience in financial administration and mathematical optimization
• 5 years experience in strategic planning and corporate programs integration
• 3 years experience in sales and marketing
• Experienced team player with excellent interpersonal skills and the ability to mentor juniors
• Highly motivated, creative and energetic, excellent problem solving skills, ability to solve complex problems under pressure, ability to motivate and help other team members, strong sense of responsibility

Devendra (Deven) Sharma is a Chartered Professional Accountant (CPA, CMA), Tax Specialist and Certified Financial Planner. He also hold Chartered Life Underwriter (CLU), and a Certified Health Insurance Specialist (CHS) and Certified Executor Advisor (CEA) designations. For over 17 years, Deven has been providing accounting, investment, insurance, and tax advice to clients in Greater Toronto Area and beyond. He specializes in Accounting, Business Consulting, Financial Planning, Investments, Risk Management, Tax Advice, Small Business Planning, Succession & Estate Planning, and Health Care Professionals Tax & Financial Planning.

Manisha graduated from the University of Punjab with B.Comm
in Accounting and Business Law followed by Business Administration in
Accounting from NAIT. Manisha has over 23 years of experience with a focus on
accounting and customer service. Prior to joining KPMG, Manisha has worked with
different financial institutions, Oil & Gas and hospitality industries.
Having worked through different sectors of the economy, the desire and passion
to help families and individuals during difficult transitions is what drove
Manisha to be a specialized professional. Manisha has obtained Certification in
Estate and Trust Administration (CETA) and Trust and Estate Practitioner
designation (TEP) that is recognized worldwide.

As a Paralegal at KPMG Law LLP, Manisha possesses extensive
expertise in estates, powers of attorney, trust administration, and litigation
matters. She is proficient in drafting essential legal documents—including
wills, POA agreements, and trust instruments—as well as preparing probate and
trust administration filings. Manisha communicates effectively with executors,
trustees, beneficiaries, and financial institutions. Her skills encompass
interpreting complex legal terminology, adhering to evolving compliance
requirements, and handling sensitive client information with discretion.

Her role becomes particularly significant during litigation,
where she conducts thorough legal research, drafts motions and pleadings,
manages discovery processes, and prepares exhibits for court proceedings.
Manisha's proficiency benefits all aspects of case management, including
collaboration with attorneys, clients, witnesses, and experts to ensure
seamless information flow and support comprehensive trial preparation through
organized case files and evidence presentation.

Manisha’s professional diligence, personable approach, and commitment
to ensure that each one of her client’s experiences is positive and
legendary by building strong relationships with them and their families. She is
passionate about her work and possesses exceptional client service skills.

Danielle brings 15+ years of banking experience and an education focus to Anholt Group Private Wealth Management in Saskatoon. She has her Personal Financial Planner (PFP®) designation and is continuing her education towards the CERTIFIED FINANCIAL PLANNER® designation. She is also a member of the Saskatoon Estate Planning Council.

Danielle is proficient in assisting female entrepreneurs, those close to retirement and blended families with customized solutions to meet their goals and build their wealth across generations. She believes that a holistic approach is necessary to ensure wealth is protected, including insurance and estate planning.