Mauricio is dedicated to helping successful families navigate an increasingly complex and volatile investment landscape by offering clear, actionable advice. Leveraging RBC’s comprehensive wealth management resources and family office services, he is committed to helping clients achieve both their financial and life goals.
With a deep focus on his clients’ needs, Mauricio combines his strong analytical background with a personalized approach to wealth management. He holds an honors bachelor’s degree in business and graduate-level studies in accounting from McGill University, where he gained a robust understanding of the Canadian tax system. Additionally, Mauricio holds both the Chartered Financial Analyst (CFA) designation and the Certified International Wealth Manager (CIWM) designation from the Association of International Wealth Managers in Switzerland.
Mauricio’s methodical approach to problem-solving stems from his dedication to listening, analyzing, and reflecting on each client’s unique circumstances. He is known for providing thoughtful, well-considered advice that accounts for all facets of a situation, ensuring efficient and effective service. Passionate about educating his clients, Mauricio takes the time to explain complex financial concepts in clear, accessible terms, empowering them to make informed decisions.
Outside of his professional life, Mauricio is an avid foodie with a lifelong passion for cooking, inspired by his grandmother. He enjoys sharing his culinary creations with family, friends, and even clients. A seasoned traveler, Mauricio delights in learning about diverse cultures and meeting new people from around the world.
Raised by a mother who was a doctor and a father who was a pilot, Mauricio understands the challenges of balancing a demanding career with family life. This experience has instilled in him a deep commitment to spending quality time with his loved ones, particularly his son, and informs his approach to building strong, trust-based relationships with clients. He believes in communication, empathy, and service that goes beyond just managing wealth.
Coming from a background where financial literacy was not widely emphasized, Mauricio is passionate about elevating the standards of the wealth management profession and believes that effective financial advice is crucial to long-term success. He continually strives to improve his knowledge and deliver practical solutions that have a positive impact on his clients’ lives—whether by alleviating burdens, saving time, providing clarity and peace of mind.
Mauricio’s motto, Caring Beyond Wealth, reflects his belief that wealth management is about more than just finances. It’s about caring for his clients in a holistic way, ensuring that they not only build and preserve their wealth, but also enjoy a fulfilling life along the way. After all, he believes, what’s the value of wealth if you can’t enjoy it?
