Jatinder Sharma - Sharma & Associates Private Wealth Management

When You Think About Investing, Don’t Think About the News How to invest for the long run even if the world seems to be going nuts now.

Although there are many benefits to investing in a TFSA, there can also be costly mistakes. This article outlines the eight most common pitfalls people encounter and how to avoid them. ow.ly/j2hn103tksE

8 common TFSA pitfalls and how to avoid them February 17, 2022 8 common TFSA pitfalls and how to avoid them A Tax-Free Savings Account (TFSA) is a great tool to build wealth for most Canadians while paying less tax. Although there are many benefits to investing in a TFSA, there can also be costly mistakes. This article outlines the eight most....

Real financial planning. Backed by real performance. I believe a real financial plan includes retirement planning, mortgages, estate, tax strategies and our top-performing investment solutions. Contact me to learn more. ow.ly/HZXc103qIpH

Chief Investment Strategist Philip Petursson describes the economic “atmosphere of improvement” and shares observations and perspective for investors in his 2021 fourth quarter market review. Read more: ow.ly/KZCK103mtoO

2021 FOURTH QUARTER MARKET REVIEW "The fourth quarter put a stamp on the year with a tone of improvement" - Philip Petursson,"The fourth quarter put a stamp on the year with a tone of improvement" - Philip Petursson

Join our expert panel for a discussion about factors you should consider when planning the sale or transfer of a family business.

At this live event, we’ll review options for structuring the transfer of a business, the tax planning advantages created by Bill C-208, and how to incorporate business succession plans into your wider retirement and financial plans.

Register here: http://ow.ly/cSS050HEwvI

May your holidays sparkle with moments of love, laughter, and goodwill, and may the year ahead be full of contentment and joy!

Wishing you peace, health, and prosperity this holiday season and throughout 2022.

Have a Happy Holidays!

Remembrance Day has been commemorated since 1931, in the period of peace between the First and Second World Wars. We observe a moment of silence to mark the sacrifice of the many who have fallen in the service of our country, and to acknowledge the courage of those who still serve.

Many Canadians are helping their children get ahead by covering education costs, buy a first home, or start a business. However, many are not properly considering the impact of these gifts in their financial plans, especially the impact on their long-term financial well-being. Join us on November 25th, at an exclusive webinar where our expert panel will discuss the dos and don’ts of giving during your lifetime.

Register here: http://ow.ly/5O6q50GJKga

Wishing everyone a safe, vibrant Diwali and a prosperous New Year!

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Quit Comparing Your Investing Success — Or Lack Thereof Comparison is the thief of joy—and your investing success. Here's how to stop comparing your journey and get started somewhere.

October is Small Business Month in Canada.

Join us on Thursday, October 14th 2021 for a unique Business Owners webinar that features Canadian entrepreneur and Dragon's Den alumni, Manjit Minhas. Hosted by H**p Lamba of IG Wealth Management, topics will focus on navigating the 4 major stages of your business' life cycle: Start Up, Growth & Expansion, Maturity and Succession Planning.

Please use the following link to register. Entry code: 85SHARMA

http://ow.ly/9PlE50Gq7e7

As we approach and the National Day of , we at IG invite you to on ReconciliACTION: A Gathering To Listen And Learn hosted by Mike Downie of the Gord Downie & Chanie Wenjack Fund. Together, we will be inspired to move forward with stories from Lori Campbell, Billy Alexander and William Prince.

Register here: http://ow.ly/6IKV50Ghuw3

Perspectives on ReconciliACTION Tuesday, September 28, 2021 at 01:00 PM Eastern Daylight Time.

The World's Top Brain Coach Says Knowing 'Your Dominant Question' Changes Your Life A dominant question is the thing we keep asking ourselves, over and over throughout our day. It’s what drives our decisions in the moment and focuses our obsessions when we’re alone.

Planning for one of life's certainties!

Our holistic approach helps you build a financial plan that not only achieves your financial goals, but also helps minimize your overall tax burden – now and in the future.

We will help guide you on ways to minimize your tax exposure now as well as upon your passing.

For clients requiring sophisticated tax solutions, our team of experts, including lawyers and accountants, will work closely with you and your existing financial team, to provide effective strategies specifically designed to address your unique needs.

"I would like to thank Jatinder and the entire team of Sharma and Associates Private Wealth Management for all their help and guidance in keeping track of my personal and corporate financial affairs. Jatinder is very thorough in his approach towards financial planning. He has implemented tax planning strategies to help me achieve my retirement goal and increase my net worth exceeding my plans. Being a busy professional, I always needed someone who can answer my queries promptly and I am very happy Jatinder fits in there very well. I am looking forward to many more years of working with Jatinder and his entire team."

- Dr. Lubana

Your retirement plan should keep pace with your life!

Our comprehensive retirement planning solutions are designed to evolve and keep pace with the changes you experience at every life stage.

Our investment approach is centered around one common goal: providing investment solutions focused on maximizing risk-adjusted returns over the long term, so our clients can confidently pursue their goals and a more secure financial future for their families.

| World-leading asset management expertise that maximizes diversification.
| A disciplined selection and monitoring process.
| Sustainable investing principles that emphasize the long term.