RBC Investment Management (Caribbean) Limited became a licensed Financial Institution in Trinidad and Tobago on November 2, 2009, and operates as a wholly-owned subsidiary of RBC Financial (Caribbean) Limited.
Benefiting from a longstanding presence in financial services, RBC Investment Management (Caribbean) Limited successfully oversees the management of assets for both private and corporate clients where we design, transform, and execute bespoke solutions based on trusted relationships, deep industry knowledge, and professional experience.
The company specializes in managing the Roytrin Mutual Funds, Future Cash Deferred Annuity Plans, Pension Fund Plans, Savings Plans, and customized investment portfolios for clients. With a notable position as a leading asset manager in Trinidad and Tobago, we currently oversee assets totaling TT$27 billion. Additionally, RBC Investment Management (Caribbean) serves as the Investment Advisor for the Customized Investment Portfolios offered by West Indies Stockbrokers Limited (WISE).
A highly qualified and experienced team at RBC Investment Management (Caribbean) Limited manages the funds, focusing on investment research, portfolio management, and risk management. Practices are guided by internal control and risk management protocols upheld by the RBC Governance structure, with direct reporting to the Board of Directors.
Meet our RBC Investment Management Team
Tricia Kissoon, Managing Director and Head – Investment Management
Tricia Kissoon brings over 20 years of financial sector experience, including 10 years at the executive level, with a focus on mutual fund asset management and insurance portfolios. Her purpose-driven, principles-led approach to delivering leading performance has brought her recognition as an expert in the investment field.
Over the course of her career, Tricia has served on several boards including the Securities Dealers Association of Trinidad and Tobago. For the American Chamber of Trinidad & Tobago, she sat on the Environment Social and Governance (ESG) Main Committee and the ESG Banking and Finance Sub-Committee. She also currently serves as a director with the Mutual Fund Association of Trinidad and Tobago and chair of the ESG Banking and Finance sub-committee.
Tricia holds a Master of Business Administration degree from the Edinburgh Business School and a Bachelor of Science degree in Economics and Finance from the University of the West Indies.
Sean Somair - Senior Portfolio Manager - Employee Benefit Plans
Sean Somair heads a team of three portfolio managers responsible for the Pension Plans and Employee Savings Plans under management. He has 26 years’ experience in the financial services industry, out of which he has worked in portfolio management for 18 years.
He is a CFA Charterholder and also holds a BSc. in Management Studies (Second Class Honours) from the University of the West Indies.
Keisha Ballantyne-Pascall, Senior Portfolio Manager – Proprietary
Keisha Ballantyne-Pascall is a career banker with over 20 years of experience. She has successfully performed in roles from client care and satisfaction, sales and cash management to investment research and portfolio management.
Keisha joined RBC Investment Management in 2014 and was appointed Senior Portfolio Manager in 2024, with direct oversight of our proprietary suite of funds and a dynamic team of portfolio managers. She prides herself on her strong work ethic and personal values, through which she delivers exceptional performance.
Keisha holds a Bachelor of Arts degree in Finance from the College of Science, Technology & Applied Arts of Trinidad & Tobago, and is currently pursuing the CFA Charter.
Delia Lopez, Manager – Market Risk
Delia Lopez has over 28 years of experience in the finance industry and has held several progressively senior positions during her tenure at the RBC Group.
Delia is currently responsible for monitoring the compliance of all funds under management through the review of trading activity and tracking of portfolios to ensure conformity with internal investment policies and statutory guidelines and for monitoring assets under management from a market risk perspective.
Delia holds an Associate of Science degree in Management from RBTT Roytec and a Bachelor of Business Administration Degree from the University of New Brunswick, with concentrations in Finance and Human Resources, and is currently pursuing her MBA with the University of Bedfordshire.
Ravi Kurjah, Manager – Investment Research
Ravi Kurjah is a distinguished professional serving as the Manager - Investment Research at RBC Investment Management (Caribbean) Ltd. With over a decade of extensive experience in the finance industry, Ravi brings an understanding of the financial landscape, with a focus on innovation and strategic decision-making.
Prior to his current role, Ravi contributed to investment and economic research, across the industry providing critical analysis and strategic recommendations for international, regional, and local markets. Beyond his professional achievements, Ravi is dedicated to community service and youth development, reflecting his commitment to nurturing future talent and societal progress.
Ravi holds a Master of Business Administration degree in Business Management from Heriot-Watt University, Edinburgh, and a Bachelor of Science degree in Economics from the University of the West Indies, St. Augustine.
Jean-Maurice Ferdinand, Relationship Manager Corporate and High Net Worth Clients
Jean-Maurice Ferdinand has over 30 years of experience at RBC and has held several roles including VIP Private Banking and Investment Specialist where he advised clients in choosing financial solutions to meet their investment objectives. With a reputation for delivering exceptional service, Jean-Maurice provides clients with tactical investment solutions focused on the Roytrin Mutual Funds and Individualised Mandate Accounts.
He has earned the Investment Funds in Canada (IFC) and Personal Financial Planner (PFP) designations from the Canadian Securities Institute.
Roytrin Mutual Funds
Roytrin Mutual Funds are open-ended funds that offer individual and institutional investors the opportunity to invest in professionally managed portfolios.
Learn moreFuture Cash
The Future Cash Plans are investment vehicles that allow you to save for your retirement while benefiting from a tax break on contributions.
Learn moreEmployee Benefit Plans
We provide portfolio management services to the Trustees of Employee Pension Plans and Employee Savings Plans for companies based in Trinidad & Tobago and across the broader Caribbean region, in order to maximise investment returns while adhering to the respective regulatory requirements.
For more information, contact Jean-Maurice Ferdinand at 702-9898 or jeanmaurice.ferdinand@rbc.com
Individualized Mandate Accounts
For our high net worth and corporate clients, we manage customized investment portfolios tailored to each client’s unique investment objectives and risk profile in order to help our clients build long-term wealth.
For more information, contact Jean-Maurice Ferdinand at 702-9898 or jeanmaurice.ferdinand@rbc.com
Meet the Sales Team
Our Investment Specialists are dedicated individuals trained to provide you with expert advice and guidance for your investment needs.
Contact an Investment Specialist below, or apply online for us to get in touch with you.
Balmatie Minwah-Mohammed
RBC St. Augustine
Investment Specialist
764-8926balmatie.minwah-mohammed@rbc.com
Fahreena Ramkissoon
RBC Maraval & St. Clair
Investment Specialist
717-1187fahreena.ramkissoon@rbc.com
Adita Sharma-Kamaludin
RBC Independence Square
Investment Specialist
721-5098adita.sharma-kamaludin@rbc.com
Natasha Kirpaul-Mohammed
RBC High St.
Investment Specialist
727-5994natasha.kirpaul-mohammed@rbc.com
Resources
- Roytrin TTD Income & Growth Fund - 30 Sept. 2024 (PDF)
- Roytrin USD Income & Growth Fund - 30 Sept. 2024 (PDF)
- Roytrin TTD Income Fund - 30 Sept. 2024 (PDF)
- Roytrin USD Income Fund - 30 Sept. 2024 (PDF)
- Roytrin TTD High Yield Fund - 30 Sept. 2024 (PDF)
- Roytrin Euro High Yield Fund - 30 Sept. 2024 (PDF)
- Roytrin TTD Money Market Fund - 30 Sept. 2024 (PDF)
- Roytrin USD Money Market Fund - 30 Sept. 2024 (PDF)
- Roytrin TTD Money Market Fund - Audited Financials 2023 (PDF)
- Roytrin USD Money Market Fund - Audited Financials 2023 (PDF)
- Roytrin Euro High Yield Fund - Audited Financials 2023 (PDF)
- Roytrin TTD High Yield Fund - Audited Financials 2023 (PDF)
- Roytrin TTD Income Fund - Audited Financials 2023 (PDF)
- Roytrin TTD Income & Growth Fund - Audited Financials 2023 (PDF)
- Roytrin USD Income Fund - Audited Financials 2023 (PDF)
- Roytrin USD Income & Growth Fund - Audited Financials 2023 (PDF)
Apply Now
To find out more about your investment options, contact one of our Investment Specialists