Basil D’Souza has worked within investment management since 1999 with banks and independent asset management firms. He has also held regional Vice President and Director of Business Development positions at two specialized asset management firms and a US based ETF firm.
Throughout his career, he has worked with advanced financial strategies and complex products. He has extensive experience advising retail clients, high net worth investors, family offices, and pensions of various sizes.
Basil holds a B.Comm from Concordia University with a major in Finance and he is a CFA (Chartered Financial Analyst) Charter holder.