Frederico Bernardes, Cfa
AeroLeads people directory · profile

Frederico Bernardes, Cfa Email & Phone Number

Senior Investment Counsellor at RBC PH&N Investment Counsel at RBC PH&N Investment Counsel
Location: Toronto, Ontario, Canada 11 work roles 4 schools
1 work email found @rotman.utoronto.ca 1 phone found area 416 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email f****@rotman.utoronto.ca
Direct phone (416) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
RBC PH&N Investment Counsel
Role
Senior Investment Counsellor at RBC PH&N Investment Counsel
Location
Toronto, Ontario, Canada
Company size
220 employees

Who is Frederico Bernardes, Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Frederico Bernardes, Cfa is listed as Senior Investment Counsellor at RBC PH&N Investment Counsel at RBC PH&N Investment Counsel, a company with 220 employees, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at rotman.utoronto.ca, phone signal with area code 416, and a matched LinkedIn profile for Frederico Bernardes, Cfa.

Frederico Bernardes, Cfa previously worked as Senior Investment Counsellor at Rbc Ph&N Investment Counsel and Senior Investment Counsellor at Hsbc. Frederico Bernardes, Cfa holds 2-Year Full-Time Mba from University Of Toronto - Rotman School Of Management.

Company email context

Email format at RBC PH&N Investment Counsel

This section adds company-level context without repeating Frederico Bernardes, Cfa's masked contact details.

*@rotman.utoronto.ca
68% confidence

AeroLeads found 1 current-domain work email signal for Frederico Bernardes, Cfa. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Frederico Bernardes, Cfa

Currently, I am working at RBC PH&N Investment Counsel as a Senior Investment Counsellor. I completed my MBA (Class of 2017) at the Rotman School of Management at the University of Toronto with two majors, Funds Management and Leadership. My experience in the finance sector since 2004 has helped me improve my knowledge in capital markets, valuation models, derivative strategies and customized solutions for investors. Moreover, I have become a motivated and organized self-starter who thrives in team environments and I am responsible to my clients and co-workers while being ethical in my practices and relationships with these parties.Specialities: Finance, Valuation, Investments, Asset location, Equities and Derivatives. Outside of my work, I have been involved in several volunteer opportunities including helping the CFA Society Calgary as a board member and by grading the local CFA Institute Research Challenge reports. Before that, I contributed to the CFA Society Toronto and Brazil. I have also worked as a volunteer teacher to instruct amateur investors on how to efficiently manage their money in the stock market. In my free time, I participate in a number of activities including sports which gives me the opportunity to deal with challenges, build leadership and communication. Travel has allowed me the opportunity to meet new people from all over the world and open my mind to new ways of thinking.

Listed skills include Capital Markets, Portfolio Management, Investments, Financial Analysis, and 13 others.

Current workplace

Frederico Bernardes, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

RBC PH&N Investment Counsel
Rbc Ph&N Investment Counsel
Senior Investment Counsellor at RBC PH&N Investment Counsel
toronto, ontario, canada
Website
rbcphnic.com
Employees
220
AeroLeads page
Company profile
View company profile Email format
11 roles

Frederico Bernardes, Cfa work experience

A career timeline built from the work history available for this profile.

Senior Investment Counsellor

Hsbc

Toronto, Ontario, Canada

Oct 2017 - Mar 2024

Cfa And Cga Teacher

Fk Partners

São Paulo E Região, Brasil

  • Teaching on-line workshops/classes to prepare students for different levels of the CFA and CGA exams
Mar 2015 - Dec 2018

Mba Candidate 2017

Rotman School Of Management, University Of Toronto

Toronto E Região, Canadá

  • Recipient of the Helen J. Rotenberg Entrance Scholarship
  • Recipient of the Rotman School of Management Entrance Award - Full-Time MBA program
  • Finalist of RAMA Wealthsimple Portfolio Management Competition
  • Finalist of CIBC Equity Research Competition
May 2015 - Jun 2017

Private Fixed Income Analyst - Project Finance Team - Summer Intern

Sun Life Financial

Toronto E Região, Canadá

  • Monitoring and analyzing existing investments and deals to ensure annual review reports are updated
  • Supporting the project finance team in analyzing and researching new deals in energy and infrastructure sectors
  • Reviewing current and new investment valuation models in the investment due diligence process
  • Participating in meetings with equity investment sponsors for further insights in evaluating new and current deals
May 2016 - Sep 2016

Investor Advisor

Itaú Unibanco

São Paulo E Região, Brasil

  • Advised existing and new High Net Worth clients, providing all products and counseling through the alignment of client tailor-made investment strategy with the tactical/ strategic global asset allocation recommendation
  • Managed $1.2 Billion asset under management with onshore and offshore portfolios, mainly in Brazil, USA and Europe
  • Selected to be part of the new investment products committee to develop new investments ideas and products; presented initiatives and products to wealth management sales team to promote to clients
  • Chosen to be part of global tactical asset allocation committee, analyzing and researching real estate opportunities
Oct 2013 - May 2015

Equity Sales Trader

Itaú Bba

São Paulo E Região, Brasil

  • Advised existing and new Ultra High Net Worth clients on equity portfolios, including equity allocation, operations in spot, forward market, options, long-short and structured products such as covered call, collar.
  • Developed and delivered presentations for group of clients on investment recommendations and company’s market view
Nov 2007 - Sep 2013

Equity Sales Trader (Team Leader)

Banco Safra

São Paulo E Região, Brasil

  • Supervised 4 Sales/ Trader employees
  • Advised Ultra High Net Worth and Local Institutional clients on equity portfolios and on trading ideas; traded mainly equities, derivatives and structured products such as covered call, collar, fence, call spread and etc
  • Developed and facilitated presentations to sales team on new products, market views and internal trading processes
  • Created and delivered presentations to clients on investment recommendations and company’s market overview
Apr 2006 - Nov 2007

Trader - Full-Time Intern (Gtb - Trade Finance - Treasury Department)

Deutsche Bank

São Paulo Area, Brazil

  • Traded in currency market for institutional clients
  • Developed controls and processes on spot market, forward market, NDF for the trade/ sales team
Feb 2006 - Apr 2006

Equity Research Analyst - Full-Time Intern

Banco Santander Brasil S/A

São Paulo Area, Brazil

  • Sell Side Equity Research Analyst
  • Research coverage of Brazilian bank sector
  • Communicated with local institutional clients
  • Created and updated valuation models for the companies covered
  • Writing research reports and notes for the local sales teams
  • Monitored industry data and news
Apr 2004 - Feb 2006
Team & coworkers

Colleagues at RBC PH&N Investment Counsel

Other employees you can reach at rbcphnic.com. View company contacts for 220 employees →

MO Mandy Ou Mandy Ou Colleague at Rbc Ph&N Investment Counsel Greater Vancouver Metropolitan Area, Canada View → SZ Shirley Zhao Shirley Zhao Colleague at Rbc Ph&N Investment Counsel Oakville, Ontario, Canada, Canada View → FS Francine Shuen Francine Shuen Colleague at Rbc Ph&N Investment Counsel Canada, Canada View → VT Vicky Tuong-Van Ton Do Vicky Tuong-Van Ton Do Colleague at Rbc Ph&N Investment Counsel Montreal, Quebec, Canada, Canada View → YW Yad Winder Singh Yad Winder Singh Colleague at Rbc Ph&N Investment Counsel United Kingdom, United Kingdom View → PK Patrick Khalifé Patrick Khalifé Colleague at Rbc Ph&N Investment Counsel Québec, Quebec, Canada, Canada View → AK Annica Karlsson Annica Karlsson Colleague at Rbc Ph&N Investment Counsel Canada, Canada View → BY Bowei Yang, Cfa Bowei Yang, Cfa Colleague at Rbc Ph&N Investment Counsel Vancouver, British Columbia, Canada, Canada View → LX Lin Xiang, Cfa Lin Xiang, Cfa Colleague at Rbc Ph&N Investment Counsel North Vancouver, British Columbia, Canada, Canada View → CM Chris Medilek, Cfa, Cfp Chris Medilek, Cfa, Cfp Colleague at Rbc Ph&N Investment Counsel Greater Vancouver Metropolitan Area, Canada View →
4 education records

Frederico Bernardes, Cfa education

Advanced Financial Securities Trader

Fia - Fundação Instituto De Administração
FAQ

Frequently asked questions about Frederico Bernardes, Cfa

Quick answers generated from the profile data available on this page.

What company does Frederico Bernardes, Cfa work for?

Frederico Bernardes, Cfa works for RBC PH&N Investment Counsel.

What is Frederico Bernardes, Cfa's role at RBC PH&N Investment Counsel?

Frederico Bernardes, Cfa is listed as Senior Investment Counsellor at RBC PH&N Investment Counsel at RBC PH&N Investment Counsel.

What is Frederico Bernardes, Cfa's email address?

AeroLeads has found 1 work email signal at @rotman.utoronto.ca for Frederico Bernardes, Cfa at RBC PH&N Investment Counsel.

What is Frederico Bernardes, Cfa's phone number?

AeroLeads has found 1 phone signal(s) with area code 416 for Frederico Bernardes, Cfa at RBC PH&N Investment Counsel.

Where is Frederico Bernardes, Cfa based?

Frederico Bernardes, Cfa is based in Toronto, Ontario, Canada while working with RBC PH&N Investment Counsel.

What companies has Frederico Bernardes, Cfa worked for?

Frederico Bernardes, Cfa has worked for Rbc Ph&N Investment Counsel, Hsbc, Cfa Society Calgary, Fk Partners, and Rotman School Of Management, University Of Toronto.

Who are Frederico Bernardes, Cfa's colleagues at RBC PH&N Investment Counsel?

Frederico Bernardes, Cfa's colleagues at RBC PH&N Investment Counsel include Mandy Ou, Shirley Zhao, Francine Shuen, Vicky Tuong-Van Ton Do, and Yad Winder Singh.

How can I contact Frederico Bernardes, Cfa?

You can use AeroLeads to view verified contact signals for Frederico Bernardes, Cfa at RBC PH&N Investment Counsel, including work email, phone, and LinkedIn data when available.

What schools did Frederico Bernardes, Cfa attend?

Frederico Bernardes, Cfa holds 2-Year Full-Time Mba from University Of Toronto - Rotman School Of Management.

What skills is Frederico Bernardes, Cfa known for?

Frederico Bernardes, Cfa is listed with skills including Capital Markets, Portfolio Management, Investments, Financial Analysis, Derivatives, Financial Markets, Valuation, and Equities.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.