Our team

Drawing on three decades of experience in credit analysis and risk assessment with major offshore banks in Panama and subsequently as a senior commercial lender with major Canadian banks, Cielo specializes in investment consulting and wealth management for our clients.

A McGill University graduate with a Bachelor of Commerce with majors in Economic and Finance, Cielo is a Certified Investment Management Analyst from the Wharton School of Business, a Certified Investment Manager and a Fellow of the Canadian Securities Institute. She is a licensed insurance professional and has completed the Professional Financial Planning Course.

Cielo is involved in her community through board memberships and hands-on community service.

As our team’s Client Service Professional, Andrea brings 20 years of experience in the financial services industry. She is dedicated to providing prompt and efficient responses to all day-to-day client queries.  

With her above-and-beyond call of duty approach, she handles all administrative functions, processes, incoming and outgoing correspondence, and ensures the smooth functioning of our practice. Andrea is trained and licensed to execute trades.

Nancy earned a Bachelor’s degree at Concordia University in Actuarial Mathematics with majors in Finance and Economics.  She completed the Canadian Securities Course, the Professional Financial Planning Course, and as a licensed portfolio manager, she has worked in the financial services industry for over 20 years.

Nancy’s role within the team consists of portfolio reviews, securities research and analysis, trade execution, and closely monitoring our client’s investments according to our discretionary portfolios. 

As the team’s client communications specialist, with over ten years of experience in the wealth management and investment industry, Josie’s key responsibility is to ensure a continual and seamless flow of communication with our clients.

She prepares all client annual review progress reports and maintains and updates schedules. Josie oversees the team’s contact management systems and ongoing client servicing. Josie worked with the team while she was a student at Dawson College and Concordia University.

Josie is fully licensed to accept and process trades and is working towards becoming a licensed Investment Advisor.