George Sousa Email
Senior Portfolio Manager and Wealth Advisor at Sousa Wealth Planning of RBC Dominion Securities @ RBC Wealth Management
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George Sousa Location
- Burlington, ON, CA
George Sousa Work
- Senior Portfolio Manager and Wealth Advisor at Sousa Wealth Planning of RBC Dominion Securities @ (May 2014 - Present)
- Vice President and Investment Advisor @ TD Wealth Private Investment Advice (April 2005 - May 2014)
- Financial Planner @ TD Waterhouse Financial Planning (June 1998 - April 2005)
- Account Manager @ Canada Trust: Investment Management and Planning Services (January 1996 - January 1998)
George Sousa Education
- Carleton University
B.A. (Economics)
1989-1994
George Sousa Skills
- Investments advice
- Life Insurance Needs
- Tax and Estate Planning
- Business Planning
- Investments
- Advice
- Retirement
- Life Insurance
- Estate Planning
- High Net Worth Individuals
- Wealth Management
- Mutual Funds
- Investment Strategies
- Investment Advisory
- Portfolio Management
- Asset Allocation
- Equities
- Financial Planning
- Financial Services
- Wealth Management Services
- Finance
- Insurance
George Sousa Summary
- George Sousa, based in Burlington, ON, CA, is currently a Senior Portfolio Manager and Wealth Advisor at Sousa Wealth Planning of RBC Dominion Securities at RBC Wealth Management. George Sousa brings experience from previous roles at TD Wealth Private Investment Advice, TD Waterhouse Financial Planning and Canada Trust: Investment Management and Planning Services. George Sousa holds a 1989 - 1994 B.A. in Economics @ Carleton University. With a robust skill set that includes Investments advice, Life Insurance Needs, Tax and Estate Planning, Business Planning, Investments and more. George Sousa has 1 emails on RocketReach.
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