What is important to you? This question is in the centre of everything I do for the families I serve. I help you answer questions such as 'Will I have enough?' and 'Will I be okay?'.
By understanding what is important to you, I am able to use our established process to create personalized strategies to help you and your family achieve your goals. It is my belief that every family should have a written financial plan that states their objectives. As we work together as a team, I want to listen to your ideas and make sure you understand the why behind the strategies we have in place for your plan. It's important to me that you know exactly how much I am paid for the support I provide you with.
At Edward Jones, we provide unbiased advice as we don't have proprietary products and are paid the same commission regardless of the products we recommend. We use a very thorough process to select the investment products, that will help you achieve your goals.
My wife and I met in 2009 and have been married since 2012. Our daughter was born in 2015 and our son was born in 2020.
Volunteering is a big part of my life, having gone overseas to work with children as well as being involved in the local community: you will see me planting trees, setting up tents on different events and sponsoring certain activities. I am part of the Junior Achievement Program, which teaches Financial Literacy to Grade 8 Students in Ottawa. I also run an initiative that connects local businesses to the community I live in.
I played competitive basketball for 18 years and published a book on social entrepreneurship. I speak English, Portuguese and Spanish.
We've dealt with periods of uncertainty many times in our history. From market declines to natural disasters, one lesson we've learned is to be proactive in reaching out to our clients and community: that's when families need our assistance the most. Do not hesitate to contact us if you have any questions or concerns.
- Estate & Legacy Strategies
- Intergenerational Planning
- Retirement Income Strategies
- Socially Conscious Investing
- Business Owner Considerations
- Wealth Protection Strategies
My Personal Interests
- Social Responsibility
- Community Outreach
- Sports Enthusiast
Phone NumberFilipe De Souza at (613) 721-1004
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 05:00PM|
|Sat||By Appointment Only|
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