Portfolio Manager, Senior Wealth Advisor
Carlos has been in the financial industry since 1992, beginning his career with a leading bank where he held a management role in several branches. From there, he went onto currency trading where he structured foreign currency options/forward contracts and spot transactions for that bank's largest corporate clients. In 1997, Carlos accepted a position at a leading brokerage firm and began his career as an Investment Advisor. Carlos moved to CIBC Wood Gundy in 2002 in order to continue on with his Investment Management career. He holds a Bachelor of Arts degree in Economics from the University of Manitoba, is licensed in Canadian and U.S. Options and Commodities and holds his Manitoba, Ontario, and Saskatchewan Insurance Licenses. When not in the office, Carlos enjoys spending much of his time with his two children, Lucas and Nicholas.