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.

Ellen Jefferson, CFP


905-332-2732 | Email me

Ellen Jefferson is a Certified Financial Planner (CFP) and holds a Business Degree from York University.

Ellen has over 20 years of experience in the financial service industry, the last 12 years working with George Sousa.  She is a dedicated professional who takes pride in being thorough and responsive to clients’ needs.

Ellen and her husband live in Burlington.  She enjoys fitness and is interested in the benefits of herbal supplements and healthy living.

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