Angelo brings more than 26 years of investment industry experience to RBC PH&N Investment Counsel. He specializes in customizing discretionary investment portfolios for affluent families, corporations and trusts. His experiences in the industry includes recruiting Portfolio Managers, providing business practice management coaching to advisors, and the development of sophisticated investment vehicles.
By working with a small number of families, Angelo has the opportunity to develop a thorough understanding of their particular needs and personal circumstances. He then constructs customized portfolios based on each unique situation. Angelo is supported by a comprehensive team of tax, estate and financial planning specialists which identify and fulfill all of his clients’ wealth management needs.
Angelo is a Chartered Financial Analyst (CFA) and member of both the CFA Society and Toronto Society of Financial Analysts. He also possesses a Bachelor’s degree in Honours Economics with a Business Administration minor from Wilfrid Laurier University.
Outside of the office, Angelo keeps very physically active enjoying boxing, lifting weights, running and other sporting activities. Angelo and his wife Julie have been together for over 30 years and love great food, wine and their greatest passion of all – traveling the world.
