Who are the people who serve you?
A look at the architects.
Promod Sharma | Actuary | FSA, FCIA
416-938-3711 | moc.ytivexat|sp#moc.ytivexat|sp
Promod ("pro-MODE") has devoted his life to insurance. After apprenticing to become an actuary, he designed products sold across the country and assisted the leading advisors who sold them. During this process, he decided to focus on helping the public directly. He started the Riscario wiki in 2006 and the Riscario Insider blog in 2007. The requests for personal attention grew and lead to the creation of Taxevity in 2009.
Promod volunteers with several not-for-profit organizations:
- CARP Etobicoke: board member serving 4,000 members
- Conference for Advanced Underwriting (CALU): member of the working group organizing the 2016 Annual General Meeting (25th anniversary)
- Western Alumni Association: board member with term from 2015-2018
- Our Place Initiative (OPI): member of the Community Outreach committee; OPI is committed to making Etobicoke better
Jeevan Sharma | Manager of Client Services
416-570-2365 | moc.ytivexat|sj#moc.ytivexat|sj
Jeevan is in the process of becoming a Certified Financial Planner (CFP). He prepares projections, market scans and customized spreadsheets to help you understand your options. In addition, he's adept at video and Taxevity has over 100. Jeevan did the directing, recording, editing, rendering and posting to our channel at youtube.com/taxevity.