Fernando Ponce.

Seriously fixated, with a secret side



Fernando Ponce is a guy whose serious game face at work seems fitting for his fixation with portfolio management in service to his clients.

He can easily spend time deep in data, processing trends and crafting sound strategies tailored to each client's goals. But he has a secret side. “We believe in working to live and not living to work,” he says. All clients bring a financial objective. But he also gets behind their mission to transform their dollars into a freedom plan for fun. Weekends of escape. A comfortable retirement. Travel. Family. That is what matters.

Simple pleasures are the most valuable part of life, observes Fernando. And so, he’s driven to help his clients protect them through smart investing.

“We’re trying to achieve their common goals and we’re not just taking ourselves too seriously all the time,” he says. Although the hours of his workday days fly by immersed in client portfolios, he’s happy to unplug and escape down a highway, hang out in nature, or flop in front of a movie he’s watched a dozen times before. The serious side always gets a break with his family and closest friends. 

Fernando is an Associate Portfolio Manager and Chartered Investment Manager (CIM) with a Bachelor’s degree in Economics from the University of Calgary with 7 years of investment industry experience.

He brings an energetic dimension to client relationships and personal knowledge to his role – plus the irreplaceable substance of decades of expertise passed on from mentoring by veteran advisor James Whitehouse.