Neelam Sharma has recently joined Plan Institute as a Helpline Advisor. Born & raised in Vancouver, B.C., she attended Simon Fraser University and settled in Surrey, B.C. Neelam has worked as a financial professional for the past 16 years, where she promoted financial education to families across Canada. Neelam has conducted numerous financial workshops & trained new advisors entering the profession. For the last few years, she has specialized in educating Canadians about the disability tax credit (DTC) & RDSPs. Neelam is delighted to share her passion for helping Canadians learn & utilize programs available to them.