Sandy Wasfi
Manager, Investment & Retirement Planning @RBC
Vancouver, BC, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Nov 2024 — Present
Manager, Investment & Retirement Planning @RBC
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BC, CA
EDUCATION
2003 — 2008
The University of British Columbia
Bachelor's degree
SKILLS
Retirement Income PlanningMutual FundsFinancial PlanningEstate PlanningRetirement Planning
ABOUT SANDY WASFI
In my 17+ years in the financial industry, I’ve gained vast skills and experiences in direct client relationship management, leadership as well as strategy implementation in partnership with National Office teams. In my current role I proudly lead a team of accredited Financial Planners who support and advise Canadians on investments, retirement planning, estates and business owner planning.
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