With over 23 years of financial services and investment experience, Carlos is actively focused on providing comprehensive wealth management solutions to individuals and families, estates & trusts, and charitable and business organizations.
As a Senior Portfolio Manager with TD Wealth Private Investment Counsel, he provides a high level of personalized service for his clients. He works with a talented group of TD specialists and has complete access to their expertise and the resources at TD Bank Group.
Carlos' role is to create a fully integrated and comprehensive plan for his clients, by ensuring that the appropriate TD specialists are brought in when required, to apply their knowledge to complex situations. This can range from investment management, to estate planning, and to credit and insurance needs. This collaboration is crucial to his client's evolving needs from the accumulation of wealth to the preservation and transitioning of their wealth through every stage of their life.
Carlos holds the Chartered Financial Analyst® (CFA®), Chartered Investment Manager (CIM®) and Fellow of the Canadian Securities Institute (FCSI®) designations. He graduated from the University of Lethbridge with a Bachelor of Management (Accounting) degree and completed his Executive Masters in Business Administration at the University of Alberta.
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At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.