Member

Noel D'Souza

Money Coaches CAnada

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Noel D'Souza

Member Bio

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As a Money Coach and Financial Planner since 2012, I've enjoyed working with my clients to clear up their confusion around their finances, and show them how to make best use of the resources they have to live the life they want. At this time, I am not taking on new clients.

Specializations

Financial Planning
Retirement Income Planning
Tax Planning

Designation(s)

CFP (Canada)

Compensation Models

Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based

Professional Associations

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Education

University

Assets Under Management

Practice Size

1

Investment License

None

Provinces Licensed (Investment)

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