Helder Sousa, PFP, RIS

Investment Specialist
Entegra Credit Union Ltd.

popup medal icon RIA: Certified

Certifications in RI:

Responsible Investment Specialist (RIS)

I believe in building member/client relationships for the long-term, guiding you through the stages of wealth accumulation, protections and transfer with a plan, helping you meet your financial objectives and bring you closer to reaching your main life’s ambitions. Having my Personal Financial Planning (PFP) and RIS designations allows me to better serve you.

Services Offered in RI
  • Other
  • Financial planning
  • Will & Estate planning
  • Investment management
  • Succession planning
  • Charitable giving
Minimum Account Size

<$100,000

$100,000+

$250,000+

$500,000+

Investor Type Dealt With

Individual

Type of License

MFDA

Provinces Licensed In
  • Manitoba