Aarti Sharma CIM, CIWM, CFP, PFP
Investment Advisor at RBC Wealth Management- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Oakville, Ontario, Canada, CA
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Credentials
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Chartered Investment Manager
Canadian Securities InstituteSep, 2021- Sep, 2024 -
Certified Financial Planner (CFP)
FP CanadaAug, 2021- Sep, 2024 -
Certified International Wealth Manager
Canadian Securities InstituteOct, 2020- Sep, 2024 -
Professional Financial Planner
Canadian Securities InstituteMay, 2003- Sep, 2024
Experience
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RBC Wealth Management
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Canada
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Financial Services
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700 & Above Employee
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Investment Advisor
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Jan 2022 - Present
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Financial Planner
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Nov 2006 - Jan 2022
Investment & Retirement Planning Investment & Retirement Planning
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Education
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1991 - 1994
Lady Shri Ram College For Women
Bachelor of Commerce - BCom (Hons), Business Accounting, Business Law & Statistics -
1980 - 1991
Kendriya Vidyalaya
Commerce -
Delhi University
Bachelor of Commerce - BCom (Hons), Business/Commerce, General
Community
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