Carlos is a financial advisor with over 18 years experience in the financial services industry. He is committed to providing superior wealth management to high-net-worth individuals, families and corporations. With a strong and dedicated team under his umbrella, Carlos provides streamlined wealth management solutions that integrate and meet all of the needs of his clients. Drawing on a team of global tax, legal and financial specialists, they offer superior local and global expertise that spans borders, currencies and cultures. Optimizing client needs is one of Carlos’ key priorities. His commitment to helping clients unlock the full potential of their wealth and working closely with them to establish and cultivate long-term relationships is the cornerstone for every client and his success as a financial advisor.Carlos holds a Business Administration degree from Universidad Externado de Colombia, is a Certified Financial Planner, Chartered Investment Manager and he completed his Executive MBA at Richard Ivey School of Business, Western University.