Ten years ago, Osvaldo started his career in Wealth Management as Associate Advisor with RBC Dominion Securities, where he specialized in building customized portfolios and creating financial plans for high-net-worth clients. In 2015, Osvaldo brought his expertise to the Royal Bank’s Branch Financial Planning team, and is licensed in both Ontario and Quebec. In his current role, Osvaldo has come full circle back to RBC Dominion Securities.
Whether you are making an important financial decision, or simply looking for an overall review of your finances, Osvaldo can provide advice that addresses the various aspects of your financial well-being with strategies and solutions adapted to your personal needs, values and future objectives, including investment and retirement planning, estate and tax planning, as well as business owner planning.
A graduate of Carleton University, Osvaldo earned a Bachelor of Commerce with a double concentration in Finance and Accounting. Thereafter, Osvaldo played professional basketball in Europe for several years, and was also a member of our Canadian national basketball team. His experience in playing at a high level in various countries has been instrumental in shaping his leadership and inter-personal skills, his understanding of people, as well as his cultural awareness.
Away from work, Osvaldo enjoys spending quality time with friends and family, especially his two young children. He is still actively involved with basketball through coaching and training.