Basil D'souza, Cfa
About Basil D'souza, Cfa
Basil D'souza, CFA, is a Wealth Advisor and Associate Portfolio Manager at Wealthsimple in Toronto, Ontario, Canada.
Company
Basil D'souza is currently employed at Wealthsimple, a leading online investment management service, where he serves as a Wealth Advisor and Associate Portfolio Manager. Wealthsimple is known for its sophisticated yet easy-to-use platform that offers a range of investment management services. Basil D'souza has been with Wealthsimple since 2021, providing expertise in wealth advisory and portfolio management to clients in Toronto, Ontario, Canada.
Title
Basil D'souza holds the title of Wealth Advisor and Associate Portfolio Manager at Wealthsimple. In his role, he offers comprehensive wealth management strategies and portfolio management services. The combination of these titles indicates a dual responsibility in both advising clients on their financial health and managing their investment portfolios to meet financial goals.
Career Background
Basil D'souza has a diversified career in the financial sector. He worked at Donville Kent Asset Management Inc. as Vice President Of Business Development from 2019 to 2020. Prior to that, he was a Wealth Planning Specialist at Investors Group for four years. His earlier roles include Director of Business Development at Ross Smith Asset Management and Auspice Capital Advisors. He began his career with roles at Claymore Investments, Inc. and TD Asset Management, showing a steady progression in responsibilities and expertise within the investment and wealth management sectors.
Education and Expertise
Basil D'souza earned his Bachelor of Commerce (B.Comm) in Finance from Concordia University, completing his studies in 1999. He also attended Loyola High School from 1987 to 1993. With a robust educational background in finance, Basil has built a career specializing in business development, wealth planning, and investment management.