Back to Top

About Us

Ashok Sharma, CFP®, CLU, BSc.

Certified Financial Planner®
Investment Funds Advisor - Investia Financial Services Inc.

Who we are...

Ashok Sharma is the founder of Sharma & Associates and is currently the senior planner and managing partner of the firm. He is married to Barkha, has 3 sons and is an active participant in school, sports and cultural endeavors.

Ashok has been involved in the financial services industry since 1987. He holds a B.Sc. in Applied Mathematics, CLU (Charter Life Underwriter) and CFP (Certified Financial Planner) designations. He is a member of Advocis and Canadian Institute of Financial Planners and has held agency manager, mutual fund branch manager and provincial compliance officer positions.

Ashok's focus in doing business is to solve financial issues, using a compliment of creativity, product knowledge and genuine respect for his clients' circumstances. His business is built on the strength of client confidence and trust. He establishes security with sincere empathy and complete professionalism. Above all, he makes decisions and offers advice with consistent integrity.

Ashok is a planner who, above all else, listens! He wants to know not only the immediate concern, but also what his clients' goals, values and priorities are. His clients benefit from solutions that are innovative and unique to them.

How we do business...

We offer comprehensive financial planning dealing with RRSP and Non-RRSP investments, business and estate planning, retirement planning, life insurance, disability insurance, critical illness and long term care coverage. Initial consultations and a comprehensive financial plan are free of charge and without obligation.

If you decide to become a client you can expect:

  • An advisor who is accountable to you
  • Professional advocacy to represent you to the firms you need to deal with
  • Annual reviews, ongoing reviews on investment portfolios
  • Prompt response to the concerns you bring to our attention

In return, we expect:

  • A commitment agreement from each new client
  • Full disclosure of your relevant information

Ashok Sharma is a commission based agent who maintains his independence by dealing with a broad variety of suppliers. He has no quotas nor account minimum restrictions.