As an Investment Counsellor with RBC PH&N Investment Counsel, Oscar applies his extensive experience in investment management to guide clients in making informed decisions based on their unique goals, needs, and risk tolerance. He specializes in constructing and managing customized discretionary investment portfolios for high-net-worth individuals, families, corporations, and charitable foundations.
Working with a select number of clients allows Oscar to deliver highly-personalized service with comprehensive investment and wealth management solutions. He collaborates with a team of in-house specialists in financial planning, tax and estate planning, business owner planning, and intergenerational wealth transfer, as well as a seasoned group of global investment managers, to provide holistic strategies tailored to each client's needs.
Before joining RBC PH&N Investment Counsel, Oscar was an Investment Counsellor at one of the world's largest wealth management firms. He was also a Portfolio Manager where he supported high-net-worth and ultra-high-net-worth clients with their investment and wealth needs in various capacities. He also played a pivotal role in structuring a new online investment management service while serving on the business’ Investment Committee, contributing to asset allocation and product selection decisions.
Oscar holds a Bachelor of Business Administration and an Executive MBA from the University of Toronto – Rotman School of Management. He has earned the Chartered Investment Manager® designation and the Certificate in ESG Investing from the CFA Institute. Fluent in Portuguese and Spanish, he brings a global perspective to his clients.
"I work with clients to help them formulate their unique goals and objectives, and with the world-class resources of RBC PH&N Investment Counsel, I provide solutions to even the most complex financial challenges."
