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Sharon Mathew

Sharon Mathew

Associate, Financial Planner

As someone with a keen interest in the field of finance, coupled with my desire to help people, I decided to get into Financial Planning where I get to experience the best of both worlds by helping deliver a person’s financial dreams. I am also a tech geek and in a world which revolves around Big Data, I was able to work as a Data Analyst Trainee in a company where I gained an in-depth knowledge in data mining and data visualization. My experience helped me sharpen my analytical and presentation skills which I believe are extremely important in Financial Planning.

I hold a Bachelor’s degree in Commerce and a graduate certificate in Financial Planning from Seneca College, where I was a junior executive member of their School of Accounting and Financial Services club, SLAFS. I also had the opportunity to represent Seneca for the Canadian Institute of Financial Planners (CIFP) Eastern Regional Case Competition 2019. I plan on working towards getting the CFP and CLU designations which can help deepen my knowledge and help serve clients better.

Being new to Toronto, I love exploring the city and trying out new eateries to satisfy the insatiable foodie within me. Growing up in the Middle East, my life revolved around soccer, other than being a die-hard F.C Barcelona fan, I also love playing soccer during my spare time. I also help out in my local church with various activities and have also volunteered with Seneca Serves and Operation Christmas Child, helping give back to the community.

Education, Licenses & Designations
  • Bachelors in Finance and Accounting – Alliance University, Bangalore, India
  • Post Graduate Certificate in Financial Planning – Seneca College
  • CSC – Canadian Securities Course – CSI
  • LLQP – Life Insurance Licenses – FSCO