Carmen is an experienced Portfolio Manager who offers comprehensive investment management and wealth planning services to high-net-worth individuals, healthcare professionals and their families. 


Carmen aims to provide her clients with peace of mind in an ever-changing market. She offers a full suite of wealth management services centered around active investment management and holistic financial planning. Her goal is to take the burden of managing clients' hard-earned savings off their minds so they can focus on what matters to them most. 

Carmen has over 20 years' experience in the financial services industry. Her clientele includes high net worth health care professionals, retirees, non-residents, and business owners, among others. She believes that investments should not be managed in isolation and works alongside her clients' accountants and lawyers to ensure that their portfolios are managed cohesively with any tax or estate plans in mind. With each of her client relationships, Carmen aims to positively affect people's lives by providing them the clarity and confidence they need to effectively protect, enhance, and grow their wealth.

 

Grow more than wealth


With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.

Recent Insights

Pay attention to triggers for Europe

Pay attention to triggers for Europe

Jan 16, 2025 | Frédérique Carrier

Due to structural headwinds, we downgraded European equities to Underweight in December. Yet a number of catalysts could occur in Q1 that could be well received by equity markets. We peruse the opportunities that may emerge in European equities.

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U.S. equity returns in 2024: Premium performance

U.S. equity returns in 2024: Premium performance

Jan 10, 2025 | Kelly Bogdanova

We pinpoint five reasons why U.S. equities capped off a banner year in 2024 and why investors were willing to pay for premium valuations. We also offer thoughts on the environment in 2025 and how to approach portfolio positioning.

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Trend & Cycle 2025 Technical Outlook

Trend & Cycle 2025 Technical Outlook

Jan 08, 2025 | Robert Sluymer, CFA

Studying trends and cycles can provide a more informed view of market dynamics. We look at potential pause points, market breadth, and key interest rate levels to gauge prospects for equity upside in 2025 and how to approach sector positioning.

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