Dipika Sharma

Royal Bank of Canada

Investment &Retirement Planner

Platinum

2460 Brock Rd - Unit D1
Pickering,  Ontario
L1V 2P8

Bio

My name is Dipika Sharma , an accredited Financial planner with RBC specialize in Investment & Retirement planning. I have been with RBC over 6years, assisting our community clients with their Financial Planning needs. My passion is applying financial knowledge and skills to help my clients develop a personal financial strategy. I will take the time to understand what matters most to you, then recommend strategies for reaching your goals—whatever they may be!

Description

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 86,000+ employees who bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our 17 million clients in Canada, the U.S. and 34 other countries. Learn more at rbc.com.‎



We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at rbc.com/community-social-impact.

Services

Following are the key areas i assist my clients in:

Investment Planning :To develop investment strategies to help you achieve your goals
Retirement Planning :To help you accumulate the financial resources you need to achieve your ideal retirement
Transitioning into Retirement :To assist you in making pension, severance, retirement income and other related decisions
Estate Planning :To ensure you have considered your estate needs
Tax Planning :To make sure you consider tax efficiency aspects throughout

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