Edan Howell, LLB, CIM®
President and Chief Compliance Officer

Edan is an experienced securities lawyer, portfolio manager and business leader with deep expertise in international investing and wealth management, emerging markets, securities and banking regulation, as well as public and private law. Edan provides thoughtful counsel and portfolio management services to global institutions and private clients with sophisticated, cross-border needs.

Edan’s clients need quality advice and investment returns; personalized and proactive service; complete professional discretion and confidentiality; and a trustworthy partner who invests his own capital alongside theirs.

Prior to joining Vector Global, Edan was the Head of Scotiabank’s International Advisory Group. He helped grow assets under management to over $10 Billion during his tenure. Edan now heads one of the fastest growing divisions of VectorGlobal WMG.

Edan holds a Chartered Investment Manager designation as well as the Series 7 in the United States.

Our firm is proud to count on several associate portfolio advisors, technical analysts, sales and support staff in addition to support from our global head office, VectorGlobal WMG, Inc.


Luis Camhi
Manager, Technical Analyst

Luis Camhi is a multifaceted professional who has blended his architectural roots with the dynamic world of finance. With a Bachelor’s degree in Architecture and Urban Design from Universidad Iberoamericana in Mexico City, and a multitude of self-directed investment courses, Luis has embarked on a remarkable journey as a trader and investment expert within the global wealth management industry.

Luis’s foundation in Architecture and Urban Design has instilled in him a meticulous approach to analysis and creative thinking. With over 17 the years of experience in trading, he has honed his skills as a market analyst and trader, focusing on long, medium, and short-term strategies across a diverse range of assets classes, including indexes, stocks, options, foreign exchange, and futures.

Luis’s dedication to his craft is evident in his work. His unique approach involves synthesizing top-down technical and fundamental market analyses to identify high probability trades and evaluate risk-reward ratios taking advantage of swing trade opportunities within the context of long-term value-oriented portfolios. Based in Toronto, Ontario, dedicated to analyzing stocks, options, futures, and major currency pairs in the dynamic FOREX markets.


Saul Lopez
Associate Portfolio Manager

Saul is an experienced investment advisor with over a decade of expertise in international investing and portfolio management. Saul has successfully guided high net worth clients in making informed investment decisions to achieve their financial goals. His comprehensive knowledge of financial markets, combined with diligent research and analysis, has enabled him to identify investment opportunities across different sectors and geographies tailored to the clients’ needs. Saul is a firm believer of building strong relationships built on trust, transparency, and open communication.

Prior to joining VectorGlobal, Saul worked for Scotia Wealth Management in Toronto, Canada at the international division with an investment team managing approximately $1 billion dollars. During his tenure at Scotiabank, Saul facilitated the approval and transition of approximately $2 billion dollars of international clients’ accounts.

Saul’s credentials include a Bachelor’s degree in International Business Administration from Universidad Panamericana in Guadalajara, Mexico and a Masters of Business Administration (MBA) from the Schulich School of Business in Toronto, Canada. He is also a Chartered Investment Manager (CIM) in Canada. Saul is fluent in English and Spanish.


Armando Rojas, MBA
Manager

Armando graduated from Instituto Tecnológico y de Estudios Superiores de Monterrey (ITESM), with a Master in International Finance from ITESM and the University of Texas at Austin. He has worked as an international family wealth manager for 30 years, including as Director at the Royal Bank of Canada in the International area. He has expertise in international investment portfolios, structures, trusts, and real estate.

He is a lecturer at the Mexican Stock Exchange and the Chicago Board of Trade, and a writer and columnist at FINANCIERO and ECONOMISTA. He worked at the Mexican Stock Exchange and the New York Stock Exchange. He worked at several brokerage firms in Mexico, the United States and Canada. He has been a part-time Professor at the Tecnológico de Monterrey (ITESM), Universidad Iberoamericana and Universidad la Salle.


Christian Rugel, CIM®
Portfolio Manager

Christian is a former fixed income trader with experience in Canadian and international bond markets. This specialized concentration made for an ideal fit in managing the fixed income needs of portfolios such as those of charitable foundations, pensions, municipalities, and public institutions. Having managed over $2 billion in volume trading per year on various capital market desks he has shown a track record of understanding and managing the world of global interest rates, debt and foreign exchange.

With an education in accounting and a passion for global capital markets, Christian joined the trading desk at RBC Capital Markets in 1994. He quickly picked up the nuances of trading and interest rate volatility and was promoted to higher profile markets in New York and London. During this time, Christian helped manage the fixed income portfolios of various trusts and endowment foundations from the Caribbean and Asia. Christian moved on from the trading desk to portfolio management in 2008.

Christian is an Associate Portfolio Manager and is fluent in both English and Spanish as well as limited working French.


Rocio Sanchez
Branch Administrator

Rocio Sanchez has been a valuable liaison in the client relationship in Colombia, establishing important development opportunities with prospects and clients. She has successfully built a loyal client base through personal attention and high-quality service, guiding the clients to achieve their investment goals.

Rocio worked for more than 11 years in the International Investment Advisory at Scotiabank, advising mainly clients in Mexico and Colombia. She also has more than 15 years of experience in technical advisory in investment management for special projects in the banking and private sector and worked for more than 10 years in real estate management consulting for five of the most important banks in Colombia, where she was born.

Rocio has completed the different courses required by Canadian regulators in the investment area and is currently in the process of the CIM (Chartered Investment Manager) designation.

She is a professional with a degree in Architecture and Urban Planning from the Pontificia Universidad Javeriana in Bogota, Colombia and a former Fullbright Fellow, with a specialization in Urban Planning and Transportation at the University of California Berkeley.


Rodolfo Tellez
Portfolio Manager

Rodolfo is a results-oriented financial professional with over 25 years of experience in the financial industry having progressively and successfully performed in a variety of roles. As an Investment Advisor he worked in the international advisory groups for three of the largest Investment dealers in Canada: RBC, Scotiabank, Bank of Montreal. He has also worked at CIBC as an Investment Advisor for Canadian clients and at TD Bank as a trader on the Fixed Income and Foreign Exchange desks.

Rodolfo has a Bachelor of Arts in Political Sciences – International Relations (Honours) from the National Autonomous University of Mexico and a Master’s in Business Administration from the University of Western Ontario, Richard Ivey School of Business. He is a Chartered Investment Manager ® and holds a Diploma of Proficiency in FCI International Factoring as well as the Series 7 in the United States.


Liqiao (Jerry) Xie
Market Analyst, Associate Portfolio Manager

With academic education in mathematics & economics and professional training in finance and investment, Jerry supports the research and portfolio management teams at VectorGlobal so that the firm can provide tailor-made advisory services to high-net-worth individuals, families and corporate clients who invest in North American financial markets. Jerry’s particular focus is on clients from Asia Pacific region. Jerry focuses on fundamental analysis and value investment methodology and has in-depth knowledge in energy, metals and other commodity-related sectors.

With his previous experience in a private equity firm, Jerry has built strong connections with the Asian business communities in Canada. He has a profound understanding of their investment needs and provides highly customized and proactive service to help the firm’s clients achieve their investment goals. Jerry is a Chartered Financial Analyst (CFA) Candidate (Level 1).