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Consolidating your Savings Plan

August 20, 2015/in Blog, Business Owners, Estate Planning, Families, Growing Families, Investment, Maturing Families, Preparing for Retirement, Retirees, Starting your career /by Prudent Asset

About Prudent Asset Management

Devendra (Deven) Sharma is a Chartered Professional Accountant, Tax Specialist and Certified Financial Planner. He also hold Chartered Life Underwriter (CLU), and a Certified Health Insurance Specialist (CHS) designations. For over 15 years, Deven has been providing accounting, investment, insurance, and tax advice to clients around the Peel Region, the 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.

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