A Personalized Approach to Managing Wealth

Our “About Us” Is Really About You

As the lead wealth advisor at Filipe Wealth Management, my team and I serve clients across Alberta, Ontario, Quebec, Saskatchewan, and British Columbia, offering comprehensive financial planning tailored to everyone’s unique circumstances.

Areas of expertise include business succession planning—whether you're passing your business to heirs, renting farmland, or selling a corporation—as well as intergenerational wealth transfer, ensuring your legacy supports future generations and reflects your wishes, particularly in blended family situations. I also specialize in estate planning, from reviewing wills to establishing trusts and trust accounts, and in retirement planning and income strategies, including written financial plans designed to help you retire with confidence.

When it comes to investments, I offer independent, unbiased advice without proprietary products, always focused on your best interests.

My approach is simple: plan for the expected, prepare for the unexpected, and position your portfolio to thrive in both. I believe that financial planning should be proactive, personal, and adaptable—built around your goals, values, and life transitions.

If you have any questions about my services or process, please don’t hesitate to contact my office. I’d be happy to connect.

Delivering Total Wealth Solutions

Your success in retirement depends on the planning you do today. No matter what stage you are at now, we have the Total Wealth Solutions to help you achieve your financial goals and build your legacy.

Learn how we can help
Filipe de Souza
Filipe de Souza, CIWM®, DFSA, CDS
Senior Wealth Manager
Shari Braun
Shari Braun
Senior Licensed Wealth Manager Assistant

Dynamic thinking makes a difference

We consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

Who We Work With

father and daughter on a beach

Individuals & Families

Build, protect and transfer your wealth knowing you are in the hands of experienced financial advisors. From wealth management, transfer and estate planning, turn to us for your comprehensive financial planning.

empty chairs in boardroom

Businesses & Corporations

Specializing in the intricacies of business ownership at every stage, we collaborate with you to ensure your business flourishes while protecting it’s assets and people.

professional business woman

Professionals

Comprehensive financial strategies for healthcare professionals—from managing student debt and optimizing income to incorporation and long-term retirement planning.

Insights & Articles

Review the latest Insights and Strategies.
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