George Sousa, CFP®, CIM, FMA

905-332-2733 | Email me
905-332-2650 | LinkedIn

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.

Aixa Bravo


905-332-2732 | Email me

Aixa Bravo has been in the financial industry since 2007. She brings to this role a range of experience from the roles that she has held both in retail banking and private wealth management. Throughout her professional career she has always focused on what is important to clients through a holistic financial planning approach. She loves building relationships with clients and providing excellent customer service.

In addition to the knowledge she has obtained through her experience, Aixa has completed the Canadian Securities Course and Conducts and Practices Handbook Course. She has a Bilingual Bachelor of Arts from Glendon College, York University. And is also fluent in the Spanish language. Aixa lives in rural Ancaster with her Husband and three sons. She loves being outdoors, playing sports and travelling.

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