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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 more

Future 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 more

Employee 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.

Gina Lum Sang-De Silva

Area Vice President - Investments

685-9158
gina.lumsang-desilva@rbc.com

Carlene Joseph-Seerattan

Senior Investment Specialist

795-9218
carlene.joseph-seerattan@rbc.com

Balmatie Minwah-Mohammed

RBC St. Augustine

Investment Specialist

764-8926
balmatie.minwah-mohammed@rbc.com

Ryan Chester

RBC Independence Square

Investment Specialist

348-4434
ryan.chester@rbc.com

Fahreena Ramkissoon

RBC Maraval & St. Clair

Investment Specialist

717-1187
fahreena.ramkissoon@rbc.com

Adita Sharma-Kamaludin

RBC Independence Square

Investment Specialist

721-5098
adita.sharma-kamaludin@rbc.com

Chrysse Bhagwandin

Manager Investment Specialist

382-1438
chrysse.bhagwandin@rbc.com

Natasha Kirpaul-Mohammed

RBC High St.

Investment Specialist

727-5994
natasha.kirpaul-mohammed@rbc.com

Chanelle Ramsingh

RBC Gulf City

Investment Specialist

361-1691
chanelle.ramsingh@rbc.com

Sita Ramdhanie-Sultan

RBC Trincity

Investment Specialist

684-3970
sita.ramdhanie-sultan@rbc.com

Cherise B. Murrell

RBC Westmoorings

Investment Specialist

745-6553
cherise.murrell@rbc.com

Ronnie Balraj

RBC Couva

Investment Specialist

467-3355
ronnie.balraj@rbc.com

Resources

Apply Now

To find out more about your investment options, contact one of our Investment Specialists