Province Licensed In: Manitoba
We take complex issues and make them simple.
My passion is education; my goal with each meeting is to teach you something new about the financial industry. Making sure you understand your options before making an informed decision is what I do. I understand there is no “one-size-fits-all” approach to financial planning, so I provide recommendations customized to your unique situation.
John De Vincenzi
Whether you’re looking for personal wealth management for yourself, your family or your business, we have the knowledge and expertise to help you achieve your goals. We are backed by the extensive resources of RBC Dominion Securities, RBC Royal Bank and our wealth management partners.
We help navigate our clients through the challenges of retirement planning, estate planning, pension transfers and education savings. We work together to create a personalized financial plan today, which puts you in the best position to succeed in retirement.
Helder Sousa, PFP, 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.
My clients benefit from my 20+ years of industry experience and my Responsible Investment Specialist (RIS) designation, as I focus on helping them build a balanced, purposeful financial strategy through a long-term wealth accumulation and wealth protection plan.
Client education and transparency are the cornerstones of my practice.
At Thompson Private Wealth Management of RBC Dominion Securities we offer Full Service Wealth Management including customized ESG and SRI portfolios. In addition to Investment management we offer Financial Plans, Retirement Projections, Advanced Philanthropic services and Business Succession solutions. We also cater specifically to US Citizens living in Canada as well as Snowbirds.