Filipe De Souza, Financial Advisor

Focus Areas

  • Estate and legacy strategies
  • Intergenerational planning
  • Retirement income strategies
  • Sustainable Investing
  • Business owner considerations
  • Wealth protection strategies

About Filipe

When was the last time you interviewed a financial advisor?

Being married to someone from a 4th generation farming family gave me the opportunity to learn about what's important to business owners and the farming community. And my first-hand experience enables me to better help the farmers, business owners and families I serve in Ontario, Quebec and Saskatchewan. When Edward Jones started in 1922 serving rural communities, our mission was (and still is) to serve families by providing comprehensive financial guidance in areas such as:

1) Business succession: Will one of your heirs take over your business? Will you rent your land?...

Personal Interests

  • Volunteering
  • Social Responsibility
  • Community Outreach
  • Sports Enthusiast
  • Traveling

Team Members

  • Vickie Cameron
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
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 Closed
Sun Closed

More to explore

My priorities

What are your priorities?

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Setting your path

We use an established process to help you reach your goals.

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