Edward offers a wealth of experience as your Investment Advisor. He began investing in 1992, leading him to pursue a professional investment career in 1997 – initially in trading and then in research, restructuring and venture capital with foreign investment dealers and a local conglomerate in the Philippines. After settling in Vancouver in 2003, Edward took several financial services courses and restarted his investment career with local investment dealers. He joined RBC Dominion Securities in 2007.
Edward graduated from Pepperdine University in California with a Bachelor of Science in Business Administration (BSBA) and finished diploma programs ranging from Investments to International Business from University of California (Los Angeles). He also holds the Chartered Investment Manager (CIM®) and the Fellow of CSI (FCSI®) designations.
Edward’s investment discipline is founded on tactical portfolio management and value-based investing applied across all asset classes while employing a customized asset allocation approach and effective risk management measures. His business philosophy is anchored on exceptional and innovative wealth management, financial advisory and client service as supported by three primary personal beliefs: mutual respect, responsible stewardship and long-term partnership.
To find out how a customized wealth management plan can help you achieve financial security, contact the Teodoro Advisory Group today.