PIAZZA WEALTH MANAGEMENT - Key Persons
Job Titles:
- Associate Wealth Advisor
- CIM / Associate Wealth Advisor
Backed by six years of financial industry experience, Camilo is passionate about helping his clients secure their financial futures. In his current role, Camilo facilitates trades, provides insights on the markets, and manages client investment portfolios. His previous roles include Investment Associate for another wealth management firm, where he provided wealth advice to clients from Latin America and Canada.
Clients and colleagues alike appreciate Camilo's transparency, attention to detail, and his ability to communicate technical information in a simple, straightforward way. His talent for analysis has benefited many individuals, families and professionals in setting realistic goals for the future and working together to help achieve them.
Camilo is a fluent English, French, Spanish and Italian speaker. He graduated with a bachelor's degree in Finance from Concordia University, and currently holds his Chartered Investment Manager (CIM) designation. He has also completed his Canadian Securities Course (CSC), Conduct and Practice Handbook course (CPH), Wealth Management Essentials (WME) and Derivatives Fundamentals and Options Licensing (DFOL).
Away from work, Camilo enjoys travelling with his wife to every corner of the world. He also enjoys playing soccer, paddleboarding, and working out.
After completing a degree in finance at McGill University, Jenny joined the workforce as a unit coordinator at a hospital. A few years later, a friend of hers recommended she bring her hardworking nature and strong organizational skills to RBC. Jenny joined the Piazza team in 1999, and has since been a right-hand person to Bobby.
Jenny is responsible for ensuring the smooth operation of our business, including everything from client care to supporting staff. She also plays an integral role in the ongoing management of portfolios and trading. Jenny keeps the team in line and sets a high bar for success - for herself, her colleagues, and her clients - garnering tremendous appreciation from those around her. "Jenny is not one to take ‘I don't know' for an answer, and we are all beneficiaries of that. She will drill down until she gets the information we need," says Bobby. "More than that, she is the glue that keeps our team together."
Jenny has complemented her 20-plus years of experience, professional drive, and dedication to our clients with industry coursework, including the Canadian Securities Course (CSC), the Conduct and Practice Handbook (CPH) Course, the Derivatives Fundamentals Course (DFC), and the Options Licensing Course (OLC).
Outside of work, Jenny enjoys travelling with her husband, particularly to Greece or California to visit family. She also enjoys exploring local gems, and discovering what her own neighborhood and city have to offer.
A veteran of our industry with more than 30 years of experience, Karen is a self-starter who brings so much more than experience to her role as an associate. "Karen has a lot of energy, and it's contagious," Bobby says. "She creates a positive experience for clients and colleagues alike - anyone who has a chance to meet her."
Primarily responsible for opening accounts, making the transfer-in transition for clients seamless, performing administrative maintenance tasks, and organizing client appreciation events, Karen channels her signature energy into building relationships with clients. She likes to get to know clients personally, learning about their lives beyond their financial concerns and needs. She finds this part of her role very rewarding, and loves to see her contributions make a real difference in clients' lives.
Augmenting her deep experience, Karen has completed the Canadian Securities Course (CSC) and the Conduct and Practice Handbook (CPH) Course.
Whether in the office or outside of work, Karen never stops. She loves to keep active outdoors, spending much of her evenings and weekends walking, biking, gardening, or paddleboarding.
Paul is a dedicated professional with a diverse background in science, entrepreneurship, hospitality, and finance. While studying Health Science at Marianopolis College, he started a web development firm. He later sold his contracts to open a new software development company with his friend while studying Biology and Management at Concordia University. This unique combination of disciplines has equipped Paul with a versatile skill set that he has successfully applied in the financial industry.
In 2021, Paul started his financial services career in banking at a large financial institution before he moved to RBC Private Banking. As a Private Banking Associate, he soon earned the "Rookie of the Year" award based on his ability to make a significant contribution early in his tenure. Paul joined Piazza Wealth Management as an Administrative Assistant in 2024 and is responsible for administrative tasks, research, trading, and the team's marketing.
Paul's profound understanding of customer service excellence stems from his seven years at Ritz Carlton, where he honed his skills in anticipating and fulfilling client needs to the highest standard. Today, he applies the same principles of luxury service to ensure his clients' financial needs are met with the utmost care and professionalism.
Committed to continuous learning and professional development, Paul has completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH) Course.
In his downtime, Paul enjoys training in combat sports, skiing, golfing, and cooking.
Shipra always had a strong passion for numbers and went on to study mathematics and statistics at Concordia University. After graduating, she worked at multiple jobs, seeking a position that would combine the highly technical analytical nature of her industry with human-focused problem solving. Shipra eventually found her fit at RBC in 2011, starting as a customer service representative and transitioning to an account manager role.
In 2020, Shipra was looking for a different challenge and sought out a team that encouraged open-mindedness and ambition - and found the Piazza Wealth Management team. As an administrative assistant, she is primarily responsible for preparing portfolio reports and organizing client meetings. She also helps keep the team organized, completing clients' requests and team tasks with speed and precision. "Shipra is a quick talker and has the wit to match," says Bobby. "She's a natural at everything she sets her mind to. It's no wonder she fits in so well with the team."
To further her commitment to her clients, Shipra has completed the Canadian Securities Course (CSC) and Conduct and Practice Handbook (CPH) Course.
At work and at home, Shipra is a busy bee. She's always on the move, trying to get her young kids outdoors. "Anything to get them off the screen," she says with a laugh. She is pleased to say that her children encourage her to try new activities and attempt new sports.