Summary
Overview
Work History
Education
Skills
Interests
Languages
Toast Masters Westmount Area Speech Contest Winner
Timeline
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RODRIGO MENDIVIL

Montreal,MO

Summary

Dynamic Investment Advisor with a proven track record at Mandeville Private Client Inc., specializing in personalized investment strategies and portfolio management. Expert in financial advising and communication, I enhance client relationships and optimize asset allocation, driving significant growth in client satisfaction and retention. Committed to aligning investments with long-term financial goals.

Overview

27
27
years of professional experience

Work History

Investment Advisor

Mandeville Private Client Inc.
10.2019 - Current
  • Developed personalized investment strategies aligning with client goals and risk tolerance.
  • Conducted thorough market research to identify emerging investment opportunities.
  • Provided ongoing portfolio management and performance analysis for diverse client accounts.
  • Educated clients on financial products, services, and market trends to enhance decision-making.
  • Collaborated with financial planners to deliver comprehensive wealth management solutions.

Financial Security Advisor

Self-employeed
09.2024 - Current
  • Conducted comprehensive risk assessments to identify potential vulnerabilities for clients.
  • Collaborated with clients to create long-term financial goals and strategies.
  • Educated clients on various insurance options, ensuring adequate coverage based on individual needs.

Financial Security Advisor

Zagari Simpson & Associates
06.2018 - 04.2024
  • Helped clients make informed decisions about financial future.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.
  • Developed customized insurance solutions tailored to client needs, enhancing satisfaction and retention.

Mutual Funds Representative

Group Financier PEAK
06.2018 - 10.2019
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Analyzed market trends to provide strategic investment advice and risk management solutions.

Portfolio Analyst

Raymond James
03.2017 - 06.2018
  • Analyzed portfolio performance using advanced analytics tools to identify trends and optimize investment strategies.
  • Developed comprehensive reports on asset allocations for strategic decision-making.
  • Monitored market conditions and assessed risk factors affecting portfolio allocations.

Investment Advisor, Financial Security Advisor

Investors Group Securities Inc.
11.2016 - 03.2017
  • Developed tailored investment strategies for high-net-worth clients.
  • Analyzed market trends to provide informed financial advice and recommendations.
  • Cultivated strong client relationships through regular communication and personalized service.
  • Optimized asset allocation for maximum returns.
  • Conducted comprehensive financial reviews, ensuring alignment with clients' long-term goals.
  • Developed strong relationships with clients, resulting in increased trust and long-term business growth.
  • Assessed tax implications of investment decisions, optimizing after-tax returns for clients within the confines of existing regulations.
  • Conducted comprehensive risk assessments, identifying potential gaps in client insurance portfolios.

Mutual Funds Representative, Financial Security A.

Investors Group Financial Services
12.2002 - 11.2016
  • Evaluated mutual fund performance against benchmark indices, identifying areas for improvement or reallocation within portfolios.
  • Consulted with potential investors to assess objectives and discuss optimal strategies.
  • Advised clients on investment strategies to optimize portfolio performance.
  • Implemented asset allocation models to enhance client wealth management outcomes.
  • Assisted clients with retirement planning, ensuring a secure financial future through strategic asset allocation and consistent saving habits.
  • Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.

International Trade Agent

Banco Nacional De Comercio Exterior, S.N.C.
01.1999 - 09.1999
  • Assisted in market research to identify potential suppliers and buyers of merchandise between Quebec and Mexico.
  • Assisted linking importers and exporters of merchandise between Quebec and Mexico.

Education

Chartered Financial Analyst - Finance

CFA Institute
11-2016

Bachelor of Commerce - Finance

Concordia University
Montreal, Quebec
06-1998

Skills

  • Investment strategy
  • Portfolio management
  • Wealth management
  • Insurance solutions
  • Communication skills
  • Retirement planning
  • Investment strategies
  • Insurance product knowledge
  • Cash flow analysis
  • Financial services
  • Portfolio construction
  • Investment advice
  • Financial advising
  • Retirement needs
  • Alternative investments
  • Fixed income strategies
  • Equity research
  • Stock market expertise
  • Commodity investing
  • Private equity investments
  • Socially responsible investing

Interests

  • Gym Workouts
  • Volunteering: I volunteered in the 2024 Patinage Quebec Gala Meritas in 2024:

One of my sons is part of IAM and my three kids have been trained by olympic athletes

  • Volunteering: Westmount Taskmasters vice president of membership in 2024-2025
  • I participate in low-impact exercises to strengthen core muscles
  • Regularly practice mindfulness and meditation for overall wellness
  • High-Intensity Interval Training such as running and jogging
  • Swimming
  • Reading
  • I like working with my hands and fixing things

Languages

English
Full Professional
French
Professional Working
Spanish
Native or Bilingual

Toast Masters Westmount Area Speech Contest Winner

Seasoned Westmount Taskmasters member:

Mastered public speaking skills.


Timeline

Financial Security Advisor

Self-employeed
09.2024 - Current

Investment Advisor

Mandeville Private Client Inc.
10.2019 - Current

Financial Security Advisor

Zagari Simpson & Associates
06.2018 - 04.2024

Mutual Funds Representative

Group Financier PEAK
06.2018 - 10.2019

Portfolio Analyst

Raymond James
03.2017 - 06.2018

Investment Advisor, Financial Security Advisor

Investors Group Securities Inc.
11.2016 - 03.2017

Mutual Funds Representative, Financial Security A.

Investors Group Financial Services
12.2002 - 11.2016

International Trade Agent

Banco Nacional De Comercio Exterior, S.N.C.
01.1999 - 09.1999

Chartered Financial Analyst - Finance

CFA Institute

Bachelor of Commerce - Finance

Concordia University

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RODRIGO MENDIVIL