Reviews of Wealth & Estate Financial Canada Inc. (Financial Consultant)

Parveez Sharieff

Seema is very experienced and helpful in this field. A very inspirational person.

Vivek Kumar

Wealth & Estate Financial is a professional corporation that provides financial planning solutions to high net worth clients. They have experience and the expertise required to help professionals that are looking for personalized approach to wealth and risk planning.

RAJVIR SUMAL

If you are looking for customized solutions to your financial planning needs, Wealth & Estate is the right place to be! Focus is always on what is good for the client and love the simple approach to complex issues. Seema Sharma always give the best advice according to ones circumstances and treat her clients like a family.

Neeraj Garg

Seema brings forward a straight forward approach to financial planning. She believes in giving right information and advice. She is also very knowledgeable when it comes to insurance products for small business owners. It was a pleasure to deal with her and I am sure our business will only grow in the future.

Vishal Sharma

Seema Sharma is a well known professional in the community. She is known for her honesty, integrity and passion for communities. Knowing her professionally and personally have been a pleasure and I would recommend her to everyone who is looking to get their finances in order with customized solutions and personal attention from the experts!

syed ali

Wealth & Estate financial is a firm that cares for clients and their financial wellbeing services offered are personalized to clients needs and circumstances, you will never find one solution fit all kind of approach

Arti Sharma

If you want the best consultancy advise for your queries regarding insurance, wealth , financial control and growth for your savings, you must visit wealth and estate and talk to Seema Sharma.

Nikhil Bhardwaj

I have known Seema Sharma for a few years now, she is one of the best professional in her industry. She is all about client’s best interest. She has the knowledge that is required to be the best she can be and willing to support everyone around her. For best advise from a person who truly cares about client, community and this profession, I would recommend Seema Sharma at WEFCI!

Deven W

Great mentor and beautiful soul.

vijay chaudhari

Outstanding service provider.

Akshay Malik

She is an amazing professional to work with. Very professional and yet she is very down to earth.

Jamal Khalil

Seema, Truly passionate, ethical and caring when doing business with. Dedicated to the extent of going above and beyond. Thank you

Abha Sachdeva

Your search ends here for an expert advise. Get ready for the gains !!

Naunidh Hunjan

I've had the opportunity to work with this company and can safely say that this firm is on the cutting edge of the estate and wealth management world.

Fanny Chen

I have personally worked with Seema for couple years. Her positive energy truly inspires me. She was a caring, encouraging, and supportiove mentor. She is always open to share her experiences and want others to grow. It was truly my pleasure working with her. She is the role model I have always looked up to.

Harpreet Kaur Wadehra

Seema is a beautiful person inside and out. She truly cares about her clients and peers. Her passion for helping others is inspiring and clients love Seema!

NEW ERA CPAs

Wealth & Estate is a socially responsible organization that truly cares for clients, communities and the financial industry. I would highly recommend their services to anyone who is looking for honest and trustworthy advice!

Amita Sandal

Seema is very honest and informative. She is definately the person to go to for advice on the best way to make money on your investments based on your personal financial goals.

jason anand

Seema is awesome! She took the time to explain everything in detail to make sure I would do what is best for me and my family. She is not only very knowledgeable, but she truly cares about her clients. She is proactive with her advice, and is constantly looking out for your well-being. I have and will continue to recommend her to everyone!

Ramesh Reddy

Excellent service from the team. Very professional and caring team. Highly recommend for anyone looking for planning their finances..

Alexandra H

Seema was amazing, she Is very knowledgable kind and genuine. I felt very confident and comfortable after consulting with her. I was definitely educated and felt great after leaving my appointment. I would highly recommend her as a financial advisor

rajindra maharaj

Seema is a repository of knowledge and a true exemplar of walking the walk and talking the talk when it comes to financial advise.

Kumar Vikas Saxena

Seema Sharma is accomplished professional with immense knowledge in her field.

Shawn Brockway

Very professional!!

Manny M

Working with Seema has been a great privilege for myself and my family. She is a true professional, dedicated, very hardworking and we are so glad to have Seema managing our future. I recommend Seema to all my family, friends and business acquaintances. If you want to win, go a long way — you have to have Seema and Wealth & Estate Financial Canada Inc. team on your side. Manny M.

Anu Chopra

A great mentor and an amazing person to work with. ???? As a financial planning expert, and with her client-focussed approach, she has helped many families achieve their financial goals.

Vito Rezza

My wife and I entered the market for life insurance for the first time Seema and her colleagues were extremely professional and attentive in assisting us with engaging various insurance companies for offers. We were able to obtain what we were looking for and very pleased with the results. We received great advice and wonderful customer service. We are very happy with the results that Seema and her team were able to provide for us. Thanks Seema!

MAHENDRA NAIK

Seema is a very knowledgeable and experienced professional financial advisor. She always has her clients interests at the forefront and goes out her way to find the appropriate and relevant solutions. I would highly recommend her to anyone who requires sound objective wealth and estate planning. Mahendra Naik

Gerry Phillips

Seema is a true superstar! Her ability to evaluate and find solutions for any financial situation are second to none! I would highly recommend her if you are looking for a top notch Financial Advisor or if you are unhappy with your current advisor. She will absolutely fit your needs!