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At Entegra, we recognize that your banking experience is more complicated than chequing and saving. When it comes to wealth management, where do you start? How do you take the first steps, improve your current investment plan, or evolve it as your needs change? As you can see, a one-size-fits-all approach to financial planning doesn’t work. Our wealth management team has the experience and knowledge to ensure that your financial plans meet your short-term, long-term and unexpected needs.

Helder Sousa, PFP – Investment Specialist

Through his experience gained while obtaining his Personal Financial Planning (PFP®) designation and 15 years in the industry, Helder builds client relationships for the long-term. He will guide you through the investment planning process, help you meet your financial objectives, and ensure your plans are within reach.

Kevin Tillberg, Mutual Fund, Insurance, and Investment Specialist

With over 20 years of industry experience, Kevin focuses on helping you to build a balanced financial strategy through long-term wealth accumulation. He can assist you in diversifying your investment plan while ensuring that your assets are protected.

Helder and Kevin can also assist with:

  • Portfolio reviews
  • Retirement savings and income
  • Estate planning
  • Mutual funds
  • Business succession planning
  • Education planning
  • Life, disability, critical illness and income replacement insurance
  • Segregated funds and annuities
  • Wealth protection strategies

Reaching your financial goals is easy - it begins with a conversation. Contact us at 204-949-7744 to book your appointment today. 

 

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