Angelo brings over 26 years of investment industry experience to his role as an Investment Counsellor with RBC PH&N Investment Counsel. He specializes in providing discretionary investment management services to affluent families and business owners. His experience includes recruiting Portfolio Managers, providing business practice management coaching to Financial Advisors, and the development and research of sophisticated investment vehicles.
Working with a very limited number of families provides Angelo the opportunity to develop a thorough understanding of their particular needs and personal circumstances. This insight better enables him to construct customized portfolios that are based on each client’s unique situation and goals. After all, everyone's story is different. It is not just about a bunch of numbers. In fact, Angelo finds that personality fit is typically more important to clients. Angelo also works closely with an in-house team of tax, estate and financial planning specialists who help him identify and provide integrated wealth management solutions in order to meet all of his clients’ evolving needs.
Angelo holds the Chartered Financial Analyst designation and is a member of both the CFA Society and Toronto Society of Financial Analysts. He also possesses a Bachelor's degree in Honours Economics with a Business Administration minor from Wilfrid Laurier University.
With his family roots in Guelph, Angelo lived in the GTA for 30 years before returning to Guelph. Outside of the office, he is very physically active enjoying boxing, lifting weights, and running. Angelo and his wife Julie, have been together for over 30 years and love enjoying great food, wine and their greatest passion of all - traveling the world. At last count, they had traveled within 32 countries.
