Julian Arbelaez
Senior Wealth Advisor @Vectorglobal Wmg
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WORK HISTORY
Senior Wealth Advisor @Vectorglobal Wmg
As an Investment Advisor, I specialize in helping families in Latin America preserve and grow their wealth. I manage investment accounts based in Canada and the United States, working closely with Fidelity Investments and Bank of New York Pershing to provide top-tier financial services.In addition to investment management, I offer comprehensive family office services, fiduciary solutions, and tax planning and structuring. My goal is to deliver personalized strategies that align with my clients’ financial goals and values, ensuring their wealth is protected and continues to grow.
EDUCATION
University of the Andes
Finance Graduate Diploma
University of the Andes
Bachelor of Engineering (BE)
Schulich School of Business, York University
Master of Business Administration (MBA)
Canadian Securities Institute
Canadian Securities Course
SKILLS
ABOUT JULIAN ARBELAEZ
With over 15 years of experience in wealth management, I specialize in helping high-net-worth individuals navigate international financial landscapes. I offer comprehensive fiduciary and investment services, tailored to meet the unique needs of clients across multiple jurisdictions.As a trusted advisor, I connect clients with top-tier legal and tax professionals, ensuring they receive the expert guidance necessary to protect and optimize their assets. My international network and deep understanding of global markets enable me to deliver innovative solutions to meet client expectations.
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