" Investing decisions are ruled by emotions for most people. Our job here is to make sure neither you nor we make investment decisions with your money through emotions"
As an Investment Advisor with RBC Dominion Securities, Kosty Harshe provides solutions to build and protect your wealth. As a firm believer in the RBC's leading market position which the firm has maintained over the years, he believes in bringing the full suite of those services to every individual and family.
He holds Bachelors in Business Administration (BBA) and CFA Level 1 passing credentials along CSC, Wealth Management Essentials (WME) and provincial Insurance License. He values continuing education and is currently working towards Certified Investment Manager (CIM) designation. Kosty is origionally from Mumbai, the financial capital of India and moved to Canada in 2013 and has called Edmonton his home along with his wife and 2 kids since 2014. His parents were his early financial educators and instilled in him the disciplines of money management, financial literacy and planning. Leading by example in their own lives they provided their children with more opportunities than were presented to them.
A clearly defined financial plan which creates a living road map from Current Situation to Desired Outcome. This often gets lost in the complex jargon. models and financial products. It motivates him to simplify understanding and financial decision making for his clients so they can let the stresses of economic conditions, financial markets , geo political tensions for him and his team to worry about and let you get back to spending time with people that matter the most to them.
