Services

I guide my clients in growing and protecting their legacies through a full suite of investment services, including asset allocation, private investments, cash and portfolio management, as well as retirement, education and estate planning (offered through Canaccord Estate Planning Services Ltd.).

I am consistently aiming to meet your financial needs, develop a tailor-made investment strategy and bring an uncommon level of sophistication to your investment management, all in a spirit of trust and partnership.

My Clients

I provide comprehensive advisory services and wealth management strategies for individuals, business owners and their families, institutions, corporations and private businesses.

Since I speak Portuguese and Spanish fluently, I also have a growing client base of immigrant investors.

Process

Our first meeting is a chance to meet face-to-face and begin the process of discovery. We will discuss your current financial situation and needs, as well as expectations for your investment portfolio. You will gain a better understanding of how I work and the services I provide.

About me

A native Brazilian, I obtained my Law degree in Brazil in 1998. I immigrated to Canada in 2002 and have been involved in various entrepreneurial projects. These experiences have been fundamental in making me a successful Investment Advisor.

I also studied Financial Management at Simon Fraser University (SFU) and Accounting at the British Columbia Institute of Technology (BCIT).

In my personal time, I am an avid soccer fan and also enjoy adventurous sports like skydiving and river rafting. My favorite hobby is cooking. I volunteer at the BC Children’s Hospital and I am a coordinator at the BC SPCA in Vancouver.

Newsletters

Wealth Focus

A quarterly report on wealth management from Canaccord Financial.