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Meet the Team

EXPERT FINANCIAL ADVICE YOU CAN TRUST

Commitment to Value

 Founded in 2001, P&K Financial Inc. takes pride in providing quality, financial advice with a very personal focus. With over 25 years of experience, we think it is our job to “understand people’s goals and lifestyle in order to empower them and their families to achieve their financial goals in a timely and cost-efficient manner.”

Don’t be fooled, we may be small enough to deliver personal service to every client but we are large enough to do it very well. As Life Insurance Advisors we deal with all major companies to be able to give you a wide range of products and services to help you secure your financial future.

Not a believer of one-time selling solutions, we aim to provide a “holistic” approach to financial planning. We work with you to understand your goals, lifestyle and identify and take into consideration your financial present in order to secure your financial future. Doing so empowers you to make informed decisions and prepares you to meet your short & long term financial obligations.


In keeping with this approach, we like to meet every six months to review your progress toward accomplishing your objectives. We might ask you to come sooner if major changes occur in the world or local economy that might affect your portfolio. Our approach is distinguished by our rigorous process of portfolio selection. You benefit from Manulife Wealth Inc.’s strong decision making architecture that is guided by the Investment Policy Statement.

We would like to have you join our family of satisfied clients and we are confident that you’ll be very pleased with your decision to include us in your portfolio.

Contact us today to get started➥



Pardeep Sharma, CFP

Senior Financial Advisor, Manulife Wealth Inc.
President & Financial Planner, P & K Financial

Pardeep is Senior Financial Advisor at Manulife Wealth Inc. and President of P & K Financial. Holding a designation as a Certified Financial Planner by the Financial Planning Standards Council (FPSC), he brings over 25 years of experience in the financial services industry.  Read Bio...

   


Learn more about Pardeep

Pardeep's Team


Pardeep Sharma Photo
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Pardeep Sharma

Pardeep Sharma, CFP

Senior Financial Advisor, Manulife Wealth Inc.
President, Financial Planner, P & K Financial 

Pardeep is Senior Financial Advisor at Manulife Wealth Inc. and President, P & K Financial. A Certified Financial Planner by the Financial Planning Standards Council (FPSC), he brings over 25 years of experience in the financial services industry. Pardeep is married and lives with his wife and 2 children in Markham.

" It's my job to  understand people’s goals and lifestyle in order to empower them and their families to achieve their financial goals in a timely and cost-efficient manner.”

   

416-227-9800
1-866-202-4382


Kavita Sharma Photo
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Kavita Sharma

Kavita Sharma

Administrative Assistant, Manulife Wealth Inc.

Kavita joined P&K Financial in 2011. As Operations Manager, her focus is to provide excellent administration support to the company to ensure client satisfaction is upheld to the highest degree. Her energy, commitment, problem-solving, investigative skills and focus has always been a tremendous asset to the organization. With over 20 years in the financial services and insurance industries, Kavita brings a wealth of knowledge and experience to the company in ensuring that everything we do is in our clients' best interest.

Kavita.Sharma@manulifesecurities.ca
416-227-9800
1-866-202-4382

Farima Namin Photo
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Farima Namin

Farima Namin 

Administrative Assistant, P & K Financial
Mutual Funds Advisor Assistant, Manulife Wealth Inc. 

Farima joined the P & K Financial team in 2017 and brought with her many years of experience in the financial planning and insurance industry. She is a Bachelor of Science graduate of the University of Toronto and has obtained her Securities designation. As an Administrative Assistant, Farima is committed to proficiency and accuracy, responsible for the verification of all trades and transactions, troubleshooting when necessary. Farima also works closely with the advisor, assisting with client contact needs, preparation of appointments and transaction processing. 

Farma.Namin@manulifesecurities.ca
416-227-9800 
1-866-202-4382