Tag Archive for: consolidation

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Consolidating your Savings Plan

August 20, 2015

Consolidating your savings can make managing your investments simpler and less stressful, and may mean more money for your retirement.

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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Consolidating your Savings Plan

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