Building and preserving wealth at every life stage
At Teodoro Advisory Group of Raymond James Ltd., we provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity. With a full-service product offering, our team will customize the solutions for your unique needs and situation.
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Total Wealth Solutions
We believe that professional advice, on-going education, and wealth planning are key to success. Our total wealth solutions approach looks at your entire life and all its moving pieces to incorporate;
• Financial Planning
• Investment Management
• Insurance Solutions
• Tax Solutions
• Estate and Trust Services
• Charitable Giving Strategies
A Partnership Focused On You
Our goal is to help you exceed your goals. We aim to build a deep lifelong relationship with you to reduce the stress in your relationships. Supported by our team of specialists, we partner with you, engage in a deep discovery process, and develop a personalized plan for the long term. We connect you with key specialists who are dedicated to help you use your wealth to create the life you envision.
MEET YOUR ADVISORY TEAM
Edward Teodoro is a seasoned Senior Portfolio Manager. He began investing in 1992, leading him to start a professional investment career in 1997 – initially in trading and then in research, restructuring and venture capital with foreign investment dealers and a local conglomerate in the Philippines. After immigrating to Canada in 2003, Edward took several investment courses and restarted his investment career in Vancouver with local investment dealers. After 17 years with a bank-owned wealth management firm, he joined Raymond James in 2024.
Edward graduated from Pepperdine University in California with a Bachelor of Science in Business Administration (BSBA). He has also received additional diplomas from the University of California (Los Angeles) for Investments, International Business Management, and International Trade programs. Edward currently holds the Chartered Investment Manager (CIM®) and the Fellow of CSI (FCSI®) designations.
Edward’s investment discipline is founded on best of class portfolio management and value, contrarian investing style applied across all asset classes while employing a personalized asset allocation approach and dynamic risk management measures. His business philosophy is anchored on customized wealth management, client-centric financial advisory and sustainable client service plan as guided by his three personal core values: mutual respect, responsible stewardship and long-term partnership.
Charlie Eldridge studied communication at Simon Fraser University, which adds a unique perspective to his two decades of experience in the financial services industry. He loves to cross-stitch, listen to audiobooks, and grow plants in water instead of soil.
Raymond James Ltd.
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Raymond James Ltd.
