Anand Sharma

Anand Sharma, B.Comm, MBA, CFP

Regions: Vancouver

“I am proud to be a member and employee of G&F, as my values of helping members succeed and prosper in their financial goals align with the values of G&F. I’m also proud to contribute to the work we do enriching our local communities.”

Anand has worked with credit union members for over 20 years in helping them discover their financial goals and creating a roadmap to achieve them. With his education and experience, which he has earned by working with members for over two decades, he believes that the path to success begins with a solid financial plan.

Anand likes to start with encouraging members to open up about their financial goals and how they envision their retirement. Using the planning tools at his disposal, he likes to engage members in a disciplined approach to investing which helps them achieve their desired goals.

Anand is a Certified Financial Planner (CFP) and licensed as an Investment Advisor with Credential Securities Inc. He has access to a comprehensive suite of investment solutions to help members put their financial plans in action.

*Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc

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IIROC AdvisorReport

(http://www.iiroc.ca/investors/knowyouradvisor/Pages/default.aspx)

Mutual funds, financial planning and other securities are offered through Credential Securities Inc. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund.