Toze Francisco is a Principal of The Marquee Group with extensive capital markets experience and a passion for financial modeling and teaching. Prior to joining The Marquee Group, Toze worked at RBC Capital Markets as an Institutional Equities Liability Trader with responsibility for Canadian-listed public equities trading, capital allocation, and risk management. Previously, Toze was a member of RBC Capital Markets’ Global Equity Research department covering the Canadian Cable, Media, and Telecommunications sectors. Prior to that role, he participated in the RBC Capital Markets Global Markets Program where he worked in Global Mining Research, Foreign Exchange Trading, and Interest Rate Derivatives Trading. Before joining RBC Capital Markets, Toze worked at Scotia Capital as an Analyst within the M&A and Investment Banking groups and at Canada Pension Plan Investment Board as an Investment Finance Analyst in the Real Estate group.
Toze holds a Bachelor of Mathematics from the University of Waterloo and a Bachelor of Business Administration from Wilfrid Laurier University. Throughout his undergraduate tenure, Toze worked as a mathematics and finance Teaching Assistant and Tutor. Toze has also attained the Chartered Financial Analyst (CFA) designation and has successfully completed the General Securities Representative (series 7), Equity Trader Qualification (series 55), and Uniform Securities State Law (series 63) examinations.
A Portuguese-Canadian, Toze speaks English and Portuguese.