Our Contributors

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.