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814-1661 Portage Avenue, Winnipeg MB, R3J 3T7
814-1661 Portage Avenue, Winnipeg MB, R3J 3T7

Ricardo is a CFA charter holder with nearly a decade of industry experience.  As Portfolio Manager, Ricardo provides the investment team with in-depth company research, in addition to acting as primary trader.  Over the course of his career, he has held positions in both back office operations and working directly with clients, allowing him to develop a deep understanding of the complexities in the investment industry.  He enjoys helping and educating people on investment related topics.

Ricardo earned a Bachelors of Commerce (Honours) degree from the Asper School of Business at the University of Manitoba, majoring in International Business and Marketing, and holds the Chartered Financial Analyst (CFA) designation.

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