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Sharma Wealth Management Logo
Sharma Wealth Management CB Rank
1486530
Heat Score
40
Sharma Wealth Management is a financial and investment management company that offers retirement planning and insurance services.
Founded
obfuscation
Private Mississauga, Ontario, Canada11-50 sharmawealth.ca
Finance
Insurance
Retirement
Wealth Management
Overview

Sharma Wealth Management
Heat Score
40

Growth Score
pts
in past quarter
Heat Score 40
-10 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Events
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Sharma Wealth Management

CB Rank
1486530
Sharma Wealth Management is a financial and investment management company that offers retirement planning and insurance services.
Founded
obfuscation
Private Mississauga, Ontario, Canada11-50 sharmawealth.ca
Finance
Insurance
Retirement
Wealth Management

Key People

  • Naresh Sharma Logo
    Naresh Sharma: Director, Co-Founder, and Life Insurance Advisor Financial Planner
    Past Role: Investors Group Financial Services Inc., Regional Director

Details

Legal Name Manulife Securities Investment Services Inc.
Operating Status Active
Company Type For Profit
Founders  Naresh Sharma
Phone Number +1 905 602 9991
Contact Email sharmawealth@manulifesecurities.ca
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Tax Planning
Strategic planning to minimize tax liabilities and maximize savings through tax-efficient investments and compliance.
Investment Planning
Personalized investment strategies focused on risk management, diversification, and long-term financial growth.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1 Contacts 1

Employee Profiles

  • Naresh Sharma Logo
    Naresh Sharma Director, Co-Founder, and Life Insurance Advisor Financial Planner
News

News and Press

News•Aug 21, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

94
-68.67%
 in past month

IT Spend

$200.2KThis year, Sharma Wealth Management is projected to spend $200.2K on IT, according to Aberdeen.

Active Website Tech Count

43Sharma Wealth Management is actively using 43 technologies for its website, according to BuiltWith. These include SPF, SSL by Default, and  Viewport Meta.
Sub-Organizations
Frequently Asked Questions

Where is Sharma Wealth Management's headquarters? Sharma Wealth Management is located in Mississauga, Ontario, Canada.Who are Sharma Wealth Management's competitors? Alternatives and possible competitors to Sharma Wealth Management may include CIBC, Bank of Montreal, and  Wellington-Altus Financial.
Who We Are
What We Do
Helpful Links
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