About Prudent Asset Management

Chartered Professional Accountant & Certified Financial Planner

Deven Sharma, CPA, CMA, CFP, CLU, CHS, CEA

Chartered Professional Accountant, Tax Specialist and Certified Financial Planner

Devendra (Deven) Sharma is a Chartered Professional Accountant, Tax Specialist and Certified Financial Planner. He also holds Chartered Life Underwriter (CLU), Certified Health Insurance Specialist (CHS) and Certified Executor Advisor (CEA) designations.

Before his career as a financial advisor, Deven spent over ten years as Head of Project Finance and Accounts for a livestock equipment company.

Professional and personal experiences drive Deven’s desire to ensure all his clients- dentists and physicians are financially healthy in their personal and business finances.

For over 15 years, Deven has provided accounting, investment, insurance, and tax advice to clients around the Peel Region, the Greater Toronto Area and beyond. He specializes in:

· Accounting for Dentists and Physicians
· Financial Planning for Dentists and Physicians
· Investment and Retirement Planning for Dentists and Physicians
· Risk Management for Dentists and Physicians
· Tax Advice
· Integrated Tax and Financial Planning for Dentists and Physicians.
· Estate Planning for Dentists and Physicians
· Succession Planning for Dentists and Physicians

Because of the unique combination of an accounting and financial planning background, Deven provides a complete integrated tax and financial plan so dentists and physicians have financial clarity.