Carmen is an experienced Investment Advisor and Portfolio Manager with RBC Dominion Securities. As a graduate of the University of British Columbia, Carmen obtained a Bachelor of Commerce degree with a major in Finance. A firm believer in ongoing education, she has also acquired the internationally recognized Chartered Financial Analyst designation.
Coming from a middle-class immigrant family, Carmen watched them struggle to build wealth and make some major financial mistakes. Being naturally good with numbers combined with a keen interest in the capital markets, she learned early on that she wanted to use her talent to help her parents and others. She quickly became her family’s financial advisor as a young adult and hasn’t looked back ever since!
Carmen draws on her expert knowledge and over 20 years of experience, including previous positions in various advisory and investment management roles, to develop comprehensive wealth management solutions for her clients. From her previous tenure at MD Financial Management, she spent a decade focused on helping physicians and their families achieve financial well-being. Since joining RBC Dominion Securities in 2022, Carmen’s clientele has expanded to include other high net worth health care professionals, retirees, non-residents, and business owners, among others. Carmen’s breadth of experience, expertise and credentials help ensure sound advice, expert execution, and peace of mind for clients who need solutions for broad and complex wealth management needs.
