Our Firm
About Us
We are a leading Investment Management and Broker-Dealer firm that provides first world investment services to individuals, institutions, and corporations.
Who We Are
First World Investment
Services
We are a leading Investment Management and Broker-Dealer firm that provides first world investment services to individuals, institutions, and corporations.
Combined, the team has in excess of 50 years of experience in providing advisory services. We also access international investment banking relationships to deliver on your needs.
Waterloo Capital Advisors is registered with the Trinidad and Tobago Securities and Exchange Commission (TTSEC) to perform the functions of Investment Adviser and Broker-Dealer.
We are focused on providing innovative bespoke solutions to high net worth individuals and large corporations, utilizing expertise and access to superior products and services from domestic and international markets. We leverage relationships with correspondent investment banks and finance houses.
50+
Years Combined Experience
TTSEC
Registered — Investment Adviser & Broker-Dealer
2017
Founded
Global
International Banking Relationships
Investments
Portfolio management, security selection and strategic asset allocation.
Finance
Corporate advisory, capital structure optimization and balance sheet restructuring.
Strategy
M&A consultancy, international asset administration and legacy planning.