
Roneel Sharma
Senior Assistant
Roneel has over 14 years of experience as a financial advisor, playing a crucial role in helping clients navigate their financial story. He specializes in building comprehensive financial plans and ensuring that no stone is left unturned. Roneel takes pride in keeping clients accountable and committed to achieving their financial goals, supporting them through every chapter with expertise and precision.
Born and raised in Calgary, Roneel enjoys going to the gym, watching sports, reading, listening to podcasts, and making fun meals.