Roberto enjoys working closely with clients to create a comprehensive financial plan for them.  He focuses on portfolio design and management.

Roberto is an Senior Wealth Advisor who has spent the last 23 years helping his clients reach their financial goals.  He graduated from Concordia University with a BComm (Finance) with honours. He completed his Master’s in Business Administration (MBA) at McGill University.

In his free time, Roberto is an avid golfer and outdoor enthusiast.  He has been working on honing his BBQ skills for many years and thoroughly enjoys the art of cooking.  He resides on Montreal’s south shore and spends weekends in Bromont taking in the beautiful landscapes of the Eastern Townships.  Roberto and his wife Chantal love spending time with their six children and two dogs.