Senior Portfolio Manager
Senior Investment Advisor
CIM®
As an Investment Advisor, my mandate is to help you preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
English
Investment Advisor
CFA
MFin
Isaac Sousa specializes in assisting business owners, retirees, and professionals to grow and preserve wealth. While majoring in Economics at the University of Toronto, he joined TD Bank Group and has worked in various areas of the bank including TD Wealth, TD Securities and TD Canada Trust. He is a Chartered Financial Analyst charterholder (CFA®) and a Dean's List graduate of the Master of Finance program at the University of Toronto's Rotman School of Management.
Isaac brings his clients a sound understanding of economics, portfolio management, investment strategies, market fluctuations, and wealth planning. He values the relationships he has built by providing goals-based investing and great service, and his primary measure of success is his clients’ satisfaction.
Outside of the office, Isaac is a family man and spends most of his free time with his wife and three young children. He has previously lectured for Seneca College's accounting and finance program. In his spare time, Isaac is playing either hockey or golf and enjoying a great sporting event or political debate.