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    09:00 am to 5:00 pm

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    905-232-9331

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We, at WEFCI are a committed, client-focused group that understands that every individual is different and therefore, every individuals financial goals are also unique. With decades of service and experience behind us, our goal is to ensure your wealth for generations.

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SEEMA SHARMA

Seema Sharma is a renowned professional and an expert in the financial industry.  She is an ideal person to host seminars, and workshops on Financial, Investment, and Retirement Planning due to her continued success in the industry, and her vast knowledge base. She was a Regional Vice President with RBC Insurance, fulfilled 23 years with the establishment, and has now started her own practice.

Seema specializes in working with medical professionals and high net worth business owners within the GTA area in Ontario.  Her practice has helped many businesses put together group benefits and Group RRSPs in place for large employee groups.

Accomplishing more than the average person has before the age of 35, Seema, has completed her Certified Financial Planner designation (CFP); Chartered Life Underwriter designation (CLU);  and Certified Health Insurance Specialist designation (CHS). She also has her MBA from Western University’s Ivey Business School. Furthermore, Seema volunteers her “free” time to being a Finance Committee Chair for The Bridgeway Family Centre Board, Vice Chair for Our Place Peel Board, Membership Chair for The Advocis Board, and Member of Estate Planning Counsel of Mississauga.

She is a mother, a sister, a wife, a business owner, and most importantly a contributing member to the community of Peel for 30 + years.

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