Senior Investment Advisor@ Sightline Wealth Management
Toronto, Ontario, Canada
Paul de Sousa
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McMaster University
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FlashIntel GPTPaul de Sousa is a Senior Investment Advisor at Sightline, a leading private wealth company. With 25 years of experience in the investment industry, he oversees the private wealth team and manages relationships with financial planning, estate, tax, and insurance specialists. Paul has collaborated with high net worth investors, institutions, private banks, and family offices across Canada, the Caribbean, South America, and Europe. He has worked at Sightline Wealth Management as a Senior Investment Advisor since June 2017. Prior to that, he served as the Executive Vice President at BMG Group Inc. (BMG) from 2005 to 2015.
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About
Paul de Sousa is a Senior Investment Advisor at Sightline. He is responsible for leading the private wealth team and manages the relationships with financial planning, estate, tax and insurance specialists. He is a multifaceted professional with 25 years of experience in the investment industry with roles in executive management, advisory and business development. He has collaborated with high net worth investors, institutions, private banks and family offices across Canada, the Caribbean, South America and Europe.
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Senior Investment Advisor
Investment Management
Paul de Sousa's Professional Milestones
- Senior Investment Advisor (2017-06-01~): Provided expert financial guidance, ensuring clients' investment portfolios are protected against risk and maximize returns.
- Executive Vice President (2005-01-01~2015-12-01): Driving strategic initiatives to propel company growth and achieve organizational objectives.
Education
Certification
Colleagues
Wilson Ki, CFP®, RRC®
Head Of Compliance
Vina Huynh, CIM®
Head of Compliance at Sightline Wealth Management
Stephanie Chao
Assistant Vice President Compliance
Beata Antoszek, CPA
Assistant Vice President | Finance & Operations
Emma Ramsay
investment associate at sightline wealth management
Other Named Paul de Sousa
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Paul de Sousa works for Sightline Wealth Management
Paul de Sousa's role in Sightline Wealth Management is Senior Investment Advisor
Paul de Sousa works in the industry of Investment Management
Paul de Sousa's colleagues are Wilson Ki, CFP®, RRC®,Vina Huynh, CIM®,Stephanie Chao
Paul de Sousa's latest job experience is Senior Investment Advisor at Sightline Wealth Management
Paul de Sousa's latest education in McMaster University
