Tag Archive for: retirement planning

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Asset Allocation

September 2, 2015

Find out how you can manage risk in your portfolio by selecting a mix of investments to suit your risk tolerance, time horizon and financial goals.

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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Asset Allocation

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