Experience Professional Wealth Management

As an investment advisor with Sousa Wealth Planning of RBC Dominion Securities, George Sousa provides access to a comprehensive range of services to help you build and protect your wealth. A graduate of Carleton University, George obtained a Bachelors degree with a major in economics. A firm believer in ongoing education, he has acquired the advanced industry designations of Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Financial Management Advisor (FMA).

George draws on his expert knowledge and over 20 years of experience to develop comprehensive wealth plans and solutions for his valued clients. His breadth of experience, expertise and credentials help ensure sound advice, expert execution and peace of mind for his valued clients who require solutions for broad and complex wealth management needs.

George and his team work with clients who have reached the stage where their financial affairs have become increasingly complex and they require professional assistance managing their financial assets. Clients include:

  • Busy executives looking to free their time to focus on personal and career goals

  • Successful business owners, self-employed professionals and medical professionals who need help managing personal and business assets

  • Pre-retirees who want to make the most of their savings as they approach retirement

  • Retirees requiring innovative strategies to maximize their after-tax retirement income while protecting their financial security

  • Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner

  • Philanthropists looking for creative ways to enhance their legacies to chosen charities

  • Non-profit organizations requiring assistance managing investment assets according to specific guidelines

  • Individuals responsible for family investments

  • Not-for-profit organizations, foundations and endowments

Thank you for your interest in wealth management at Sousa Wealth Planning of RBC Dominion Securities. For more information, or to schedule an appointment, please contact George Sousa at 905-332-2733 or george.sousa@rbc.com

Investment, tax and lifestyle perspectives

Written by the experts at RBC Wealth Management, Perspectives magazine highlights topical issues relevant to high-net-worth investors and addresses their wealth management concerns – from insights on tax strategies to family and lifestyle interests.

Grow more than wealth

With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.


Contact Us

Send us an email

*Required fields