Know your advisor: CIRO Advisor Report
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Confident. Agile. Competitive.
A financial advisor based out of Calgary, Vatsal Sharma holds a Business Administration diploma and a Qualified Associate Financial Planner (QAFP™) certification. He enjoys finding solutions for your problems and preparing robust plans to help you achieve your financial goals. Vatsal will create a relationship with you that is built on trust, compassion and effective communication in both English and Hindi.
Skilled financial planning
Vatsal’s robust financial plans include a holistic approach and focus on goal planning and investment advice. He combines approachability and expertise to create financial plans and enjoys working with group clients and those who act as plan sponsors for group plans. Some of the best financial advice Vatsal received is to find effective compounding and investing strategies that create stability and balance at every point in your life.
Enduring the financial journey
Outside of work, Vatsal has many hobbies including playing the guitar, playing soccer and exploring the mountains. As a trusted advisor for ATB Wealth, Vatsal has the endurance to take you through your financial journey.
Contact me
I’m always happy to help with your financial needs. Send me a message or contact me at my branch and I’ll get back to you within 24 business hours.
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Canadian Investor Protection Fund
ATB Securities Inc. is a member of CIPF, which provides protection to investors’ securities, cash or other property in the event of an insolvency of a member firm.
ATB Wealth® (a registered trade name) consists of a range of financial services provided by ATB Financial and certain of its subsidiaries. ATB Investment Management Inc. and ATB Securities Inc. are individually licensed users of ATB Wealth. ATB Securities Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.
The information contained herein has been compiled or arrived at from sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness, and ATB Wealth (this includes all the above legal entities) does not accept any liability or responsibility whatsoever for any loss arising from any use of this document or its contents. This information is subject to change and ATB Wealth does not undertake to provide updated information should a change occur. This document may not be reproduced in whole or in part, or referred to in any manner whatsoever, nor may the information, opinions and conclusions contained in it be referred to without the prior consent of the appropriate legal entity using ATB Wealth. This document is being provided for information purposes only and is not intended to replace or serve as a substitute for professional advice, nor as an offer to sell or a solicitation of an offer to buy any investment. Professional legal and tax advice should always be obtained when dealing with legal and taxation issues as each individual’s situation is different.