As a Senior Investment Counsellor with RBC PH&N Investment Counsel,
Frederico works closely with his clients to truly understand their unique
financial and life needs and goals. This helps him ensure that they have the
right customized long-term investment solution, and their portfolio contains the
ideal asset allocation to meet their specific life and financial objectives, while
preserving their wealth.
Frederico has over 20 years' experience. Before joining RBC PH&N Investment
Counsel, he has held senior investment positions and built an international
career at several global banks, where he held various roles including Equity
Research and Private Fixed Income Analyst, Equity Sales Trader, Equity
Portfolio Adviser and Senior Investment Counsellor.
Based at 200 Bay PH&N office and covering the whole GTA, Frederico and his
team work with a select number of high-net-worth and ultra-high-net-worth
clients to address their complex investment situations and wealth management
needs. He delivers high quality services while building lasting
multi-generational relationships based on integrity, high quality service and
thorough understanding of each client's specific circumstances and objectives.
Frederico is a Chartered Financial Analyst (CFA®) Charter holder and was a
member of the Board of Directors of CFA Society Calgary for 4 years. He also
holds a Master of Business Administration (MBA) from Rotman School of
Management, University of Toronto, with a specialization in finance and major
in Funds Management.
Away from the office, Frederico enjoys travelling, playing squash, and skiing
during the winter. Mostly important, he enjoy spending quality time with his
wife and son.
