As a Senior Investment Advisor, I have been helping clients achieve their financial goals and objectives for over 20 years. I have extensive experience in portfolio management, and financial derivatives, as well as a strong background in economics and financial markets. Currently I am pursuing the CFA designation. Most recently, I worked at Scotia Wealth Management, where I provided comprehensive wealth management solutions to high-net-worth individuals and families. I also collaborated with a team of specialists to offer customized advice and strategies on investment, tax, estate, and retirement planning. Previously, I held leadership positions at Banorte, Actinver, and Monex, where I successfully managed client portfolios, developed new business opportunities, and enhanced client relationships. Throughout my career, I have demonstrated a passion for learning, innovation, and excellence.