Experience

BlueShore Financial

• Canada
• Banking
• 200 - 300 Employee

• Financial Advisor

  • Jul 2014 - Present

  Raphael has over 10 years of experience with BlueShore Financial, helping clients achieve their financial goals. This experience provides him with a strong expertise in managing finances for multigenerational families by getting to know their personal situation and providing recommendations to ensure the best possible situation for everyone involved.He has also augmented his work experience with a strong education, by completing his Personal Financial Planner (PFP) designation and is currently working towards his Certified Financial Planner (CFP) designation.Raphael prides himself on establishing strong trust with clients through open communication and dialogue. He is an active listener who helps clients make prudent financial decisions with their long-term goals in mind.“As a Financial Advisor my goal is to guide clients’ life aspirations to fulfillment. My clients’ financial success is my reward and any hurdles encountered along the way serve to motivate me to eliminate those roadblocks. Financial challenges are nothing more than solutions that have not yet been found.” Show less

• Financial Services Representative IV

  • Aug 2011 - Jul 2014



BlueShore Financial

• Financial Service Representative III

  • 2009 - 2011

• Financia Services Representative II

  • 2006 - 2009

• Financial Services Representative I

  • 2004 - 2006