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

The Federal Reserve’s imperfect toolbox

Mar 13, 2026 | Atul Bhatia, CFA

The U.S. central bank wields a powerful hammer with its ability to move interest rates. Despite its strength, though, we think the central bank is poorly suited to address key concerns arising from high oil prices and the rollout of AI.

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Then and now: Market reactions to military conflicts and what they mean today

Mar 06, 2026 | Kelly Bogdanova

With the Middle East gripped in an acute crisis, it’s worth examining how prior military conflicts and significant geopolitical events impacted the U.S. stock market—and what history suggests for investors today.

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A mature but still intact equity bull market

A mature but still intact equity bull market

Feb 27, 2026 | Robert Sluymer, CFA

While valuations remain a headwind, U.S. equity markets remain above key technical support levels with potential for another round of sector rotation developing heading into Q2.

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