Pablo Vasquez

Financial Planner, Investment and Retirement Planning @RBC

Calgary, AB, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2024 — Present

Financial Planner, Investment and Retirement Planning @RBC

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Calgary, AB, CA

As a Financial Planner with over 20 years of experience in the financial industry, my passion is applying financial knowledge and expertise to help my clients develop a personal financial strategy. I will take the time to understand what matters most to you, then recommend time-tested strategies for reaching your goals - whatever they may be! As a dedicated athlete and self-improver, in my free time I manages and play in a local football (soccer) club as well as train for at least one Ironman and marathon event each year. I also enjoy investing my family time for events and causes that benefit and enhance our community. Ready to get closer to your goals? Let\'s connect! Reach me at (40••••••43 or p••••••••@rbc.com

EDUCATION

2000 — 2004

University of Alberta

B.A.

ABOUT PABLO VASQUEZ

Clients look to delegate their financial needs to us, and we aim to enhance our clients\' true wealth beyond traditional financial goals. I believe in taking a personalized approach to each client and their individual preferences, creating customized solutions to help meet their goals. I have over 20 years of experience in the financial industry. I started my career in retail banking progressively advancing my experience to business and professional banking, Private Banking, Private Wealth Consulting, Wealth Management and Financial Planning. Continually improving my craft is important to me. I am an avid reader and in addition I hold a Bachelor of Arts in Economics (BA) and the Personal Financial Planner designation (PFP). Currently I am pursuing my Chartered Investment Manager (CIM) designation. Originally from Ecuador, I have called Calgary home since 2008. I immigrated to Canada in 1996 where I completed my higher-level education and professional training. My wife and I have two daughters who keep us joyfully busy and grounded in the importance of a balanced life. As a dedicated athlete and self-improver, in my free time I manage and play in a local football (soccer) club as well as train for at least one Ironman and marathon event each year. I also enjoy investing my family time for events and causes that benefit and enhance our community. I am passionate about helping my clients shape a personalized financial strategy tailored to their goals and dreams. I take the time to understand what truly matters to you, providing proven, thoughtful strategies to help you achieve your aspirations, whatever they may be. Are you ready to take the next step toward your goals? Let’s connect! You can reach me at (40••••••43 or p••••••••@rbc.com.

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Pablo Vasquez — Financial Planner, Investment and Retirement Planning at RBC in Calgary, AB, CA | Unifers