George Sousa, CFP, CIM, FMA

905-332-2733 | Email me

A graduate of Carleton University, George holds a Bachelor of  Arts majoring  in Economics. He entered the financial services industry in 1993 and has been advising families and business owners on their wealth planning needs for over 20 years. 

Committed  to ongoing  professional development, George  has obtained the most  recognized Certified Finanicial Planning designation, as well as the Chartered Investment Manager, and the Financial Management Advisor designations.  He has also completed the Canadian Securities Course, Wealth Management Techniques Course, and the Professional Financial Planning Course.

George lives in Ancaster and has a son Nicholas.  He is an avid soccer player and enjoys skiing, golf, and travel.

Kim Schmehl

Associate Advisor

905-332-2732 | Email me

Kim brings over 11 years of experience as an associate to her role on our team. She enjoys getting to know clients and strives to build meaningful relationships by exceeding expectations. Kim’s role is largely focused on expertly handling all client service and administrative functions, such as scheduling appointments, completing RRIF payments or RRSP withdrawals, addressing general inquiries and providing tax package information.

In addition to her wealth of experience, Kim has completed several industry courses in order to provide thorough, knowledgeable service. She has completed the Canadian Securities Course, the Conducts and Practices Handbook Course, Financial Planning Level I and II, the Wealth Management Essentials Course offered by the Canadian Securities Institute. She also holds the Investment Dealer Compliance Certification.

Kim lives in Burlington with her husband and two boys. She is an avid reader and animal lover.

Contact Us

Send us an email

*Required fields