Overview

Title
Portfolio Management
Business Name
RBC PH&N Investment Counsel
Languages
  • Punjabi, Hindi, English & Sanskrit.

Biography

Abhishek Pathak, known to his colleagues and friends as Abhi, is a dedicated Portfolio Management Assistant with RBC PH&N Investment Counsel. With a robust background in finance, Abhi brings a wealth of knowledge and expertise to his role, ensuring that clients receive top-notch investment advice and portfolio management services.

Abhi graduated from the University of Waikato in Hamilton, New Zealand, where he developed a strong foundation in financial principles and investment strategies. His educational background, combined with his professional experience, has made him a valuable asset to RBC PH&N Investment Counsel. Abhi is also pursuing his CFA Designation.

Throughout his career, Abhi has demonstrated exceptional performance, earning him two quarterly awards and a prestigious convention award with RBC. These accolades are a testament to his commitment to excellence and his unwavering dedication to his clients and his team.

Outside of his professional life, Abhi is an avid golfer, enjoys reading, and participates in recreational running. He aspires to compete in an Ironman competition one day, showcasing his passion for pushing boundaries and achieving personal goals.

Abhi's blend of professional acumen, commitment to personal growth, and enthusiasm for his hobbies makes him a well-rounded individual, always striving for excellence in every aspect of life.

Education & Work Achievements

Education
  • -Bachelors in Business Administration- University of Waikato
Work History
  • -Portfolio Management Assistant- RBC PH&N Investment Counsel ( Jan, 2024- present)
  • - Financial Advisor and various other roles- ( Jan, 2022-Dec, 2023)
  • - Various Management Roles- Lamia Limited (New Zealand , Mar, 2015- Sep, 2019
Licenses & Certificates
  • -Personal Financial Services Advising (certification)
  • - Canadian Securities Course (Certification)
  • -Financial Planning 1 (Certification)
  • - ASX chess holder.
  • -CFA candidate.

Contact Details

Why Sifarish?

Why did you join The Sifarish Network?
I joined sifarish as I wanted to be connected to more professionals in the Investment industry from South Asian heritage and learn more about other professionals and their journey to achieve the goals and milestones they have achieved so far.

Other Information

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