Seniority
Manager
Department
Finance & Accounting
Location
Brantford
Industry
Banking
Company size
96K
Contact information
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r•••••••@rbc.com
Phone
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Background
About Rohan Sharma
As a dedicated financial planner, I find fulfillment in understanding your priorities and assisting you in achieving them. I believe in a dynamic approach to financial planning, tailoring strategies to meet your personal and financial needs. My goal is to craft a comprehensive plan that aligns with your objectives, helping to navigate a path forward toward achieving financial success. To further support you in managing your wealth, we offer a family grouping program that allows you and your loved ones to link investment accounts and enjoy reduced investment fees. This program is designed to maintain the privacy and confidentiality of each individual's accounts while providing valuable cost savings for the entire family. Please note that our services are provided by Royal Bank of Canada and Royal Mutual Funds Inc.
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