As a Senior Investment Counsellor, Andres is responsible for managing discretionary investment portfolios for high-net-worth individuals, families, charitable foundations and corporations. Following a disciplined discovery process to understand each client’s unique investment goals, Andres helps to build diversified investment portfolios tailored to the individual needs of each of his clients.
Prior to joining RBC PH&N IC, Andres worked at HSBC Private Investment Counsel (Canada) Inc for seven years and in discretionary investment management at a large Canadian bank for five years before that. Andres also worked in business banking prior to discretionary investment management. Additionally, he was part of a team managing a multimillion-dollar student-run university endowment fund.
Andres holds the Chartered Financial Analyst (CFA) designation. He also holds a Bachelor of Business Administration degree concentrating in finance with an Extended Minor in Economics from Simon Fraser University’s Beedie School of Business.
During his personal time, Andres enjoys several hobbies with his family and maintaining an active lifestyle. Some of these include weight training, squash, golf, soccer, snowboarding and scuba diving. Andres is fluent in English and Spanish and enjoys adventure travelling, visiting over a dozen countries in the past 15 years having the privilege to learn about different cultures, expanding a global perspective and trying all types of cuisines.
