Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

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Laura De Sousa

CFP, CIM, FMA


Position

Wealth Advisor

Client Relationship Manager


Laura De Sousa

CFP, CIM, FMA

Laura is a Wealth Advisor in the firm’s Vancouver office. She applies her extensive investment management and wealth planning expertise to deliver exceptional results and service for her high and ultra-high net worth clients.

Laura began her wealth management career as an Associate at RBC Dominion Securities before moving to one of BC’s largest credit unions, where she was a Financial Planner. Most recently, Laura spent six years as a Senior Financial Consultant at a National Wealth Management firm where she supported Canada’s physicians and their families in achieving their financial goals.

A graduate of the British Columbia Institute of Technology, Laura holds her Diploma in Financial Management – Personal Finance. She is also a Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®) and Financial Management Advisor (FMA). In addition, Laura has received her Certificate in Retirement Strategy and recently completed her Chartered Life Underwriter (CLU) Level 1 and 2.

When not in the office, Laura enjoys her time with her husband and 2 children, Bianca and Tiago – cheering them on during their soccer games. She also enjoys hiking, playing volleyball and being outdoors as much as possible.


Question & Answers

  • Retirement Dreams?

    Sailing in the Caribbean

  • Favourite restaurant in Vancouver?

    Miku

  • If you could travel anywhere in the world, where would it be?

    I would love to explore Norway.

  • What languages do you speak?

    Romanian & English