Pedro is the founder of Marnoa Private Wealth (formally The Fountain Group) at Raymond James Ltd.
Since 1997, Pedro has always strived to provide clients with a personalized financial road map based on their goals, time frame, and particular tolerance for risk.
Pedro is a Portfolio Manager and holds the Chartered Investment Management (CIM®) and Fellow of Canadian Securities Institute (FCSI®) designations.
In addition, Pedro is licensed in the U.S. as a Registered Investment Advisor with Raymond James (USA) Ltd. to offer integrated cross-border wealth management solutions to Americans living in Canada and Canadians living in the United States.
He is married to his high school sweetheart Suzanne and they have two children, Marissa and Noah.
He believes in supporting the community and volunteers with the Waterloo Region Community Foundation as a director and member of the Investment Committee. Pedro was a long time Director and Past President of the Rotary Club of Cambridge Preston-Hespeler.
Outside the office, Pedro enjoys spending his time reading and golfing, but his passions are boating and fishing.
The Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.