After graduating with a Bachelor of Science in Chemistry, Felipe moved to Canada to expand his academic studies into the field of finance with his diploma in BA - Finance at SAIT and the Chartered Investment Manager (CIM®) designation. Felipe shares that he was drawn to connectFirst Wealth because it brings a personal touch and a sense of community through its partnership with the credit union sys
tem. He believes in seeing people for who they are and not how much they’re worth, and it boils down to treating people with the attention and respect they deserve. Knowing what a person’s goals are and having a plan to get there boosts confidence and addresses risk of emotional investing, keeping clients on track to achieving their ambitions. Wealth management has evolved, and Felipe believes that advisors need more than investment advice to realize their goals. In recognition of that, portfolios are designed and managed considering people’s real lives and goals, creating tax minimization strategies, estate planning, and wealth transfer options with those in mind. Outside of work, Felipe enjoys spending time with his wife and his young son. You’ll likely find him trying to improve his flyfishing skills on the Bow River, practicing or teaching Karate, and playing guitar.
