A professional in the financial services industry for over two decades, Pedro Ostia-Vega worked for HSBC Bank in various roles and as a sales associate for National Bank Financial before being hired by Portage Wealth, a subsidiary of Raymond James, in 2012. Today, Pedro Ostia-Vega is a senior associate wealth advisor at Portage Wealth, a role that involves providing clients assistance with their financial investments.

Pedro Ostia-Vega is responsible for overseeing the daily operations of the firm’s team, which involves managing trading and portfolio transactions. He is the primary point of contact and ensures that clients have a comfortable and seamless experience.

His job requires that he fully understand the financial products and services, so his clients understand the strategies implemented in building wealth. His educational credentials include not only FINRA Series 37 and 63 certifications but also courses in investment strategies, portfolio management, wealth management, and securities. The wealth advisor’s approach to helping clients is characterized by diligence, proactivity, and a focus on long-term goals. He encourages them to make choices today that will bring them closer to their desired future.

Outside of work, Mr. Ostia-Vega enjoys spending time with his family. He also plays basketball and works out. He resides in Toronto, Canada.

Pedro Ostia-Vega