See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

MS

Manish Sharma

Certified Financial Planner at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Sitara financial Security planners, IDC World Source Network</span>
Intro Book
Manish Sharma, a seasoned financial professional with 16+ years of experience, holding MBA and Bachelor's degrees, proficient in English, Hindi, and with skills in Personal Financial Planning, Investment Advisory, and more.
  • Claim this Profile
Location
Toronto, Ontario, Canada, CA
Languages
  • English Full professional proficiency
  • Hindi Native or bilingual proficiency
  • Punjabi Limited working proficiency
Skills
  • Personal Financial Planning
  • Investment Advisory
  • Life Insurance
  • Disability Insurance
  • Critical Illness
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI

Credentials

  • Certified Financial Planner
    Financial Planning Standards Council
    Aug, 1999
    - May, 2026

Experience

  • Sitara financial Security planners, IDC World S...
    • 90 White Lotus Circle, Markham, Ontario, L6C1V8...
    • Certified Financial Planner
      • Aug 2008 - Present
      • 90 White Lotus Circle, Markham, Ontario, L6C1V8...

      Products - Life Insurance, Guaranteed Investment FundsServices - Financial Planning, Retirement Planning

  • Sitara Financial Planning
    • Ontario, Canada
    • Retail Salesworker
      • Mar 2008 - Present
      • Ontario, Canada

      Bus: 416-748-2723

  • BioPed (Bayview) Inc.
    • 1860 Bayview avenue, Toronto, ON M4G 2K2
    • Co Owner
      • Jun 2004 - Jun 2020
      • 1860 Bayview avenue, Toronto, ON M4G 2K2

      Tel: 416-440-4189

  • Sun Life Financial
    • 245 Fairview Mall Drive, Willowdale, ON M2J4T1
    • Financial Advisor
      • Feb 1995 - Jan 2002
      • 245 Fairview Mall Drive, Willowdale, ON M2J4T1

      Financial Advisor

Education

  • 1990 - 1992
    Saint Mary's University
  • 1985 - 1989
    National Dairy Research Institute
  • 1972 - 1984
    Kendriya Vidyalaya, BHEL, Haridwar

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. Add an industry

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles