Christopher De Sousa, Cim Email & Phone Number

Chris is a Portfolio Manager and Chartered Investment Manager (CIM®) specializing in the construction and management of investment portfolios for high-net-worth individuals, families, and organizations across multiple Canadian Provinces.𝐀𝐛𝐨𝐮𝐭 𝐌𝐚𝐫𝐧𝐨𝐚 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐖𝐞𝐚𝐥𝐭𝐡 𝐂𝐨𝐮𝐧𝐬𝐞𝐥 𝐋𝐭𝐝.Marnoa Private Wealth Counsel Ltd. provides investment management and financial planning services to high-net-worth individuals, families, and organizations across multiple Canadian Provinces.𝘄𝘄𝘄.𝗺𝗮𝗿𝗻𝗼𝗮.𝗰𝗮𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬Our investment goal is to design portfolios that can deliver attractive, risk-adjusted returns over the long term while, seeking to minimize the risk of permanent capital loss.We focus on investing in high-quality and competitively advantaged businesses at reasonable prices. Our goal is to achieve consistent, long-term returns by constructing a portfolio of investments that demonstrate the following characteristics:• Market leaders in their respective industry• Strong balance sheets• High and expanding returns on equity and invested capital (ROE and ROIC)• Durable competitive advantages• Stable organic revenue growth and rising profit margins• Strong free cash flow• Structural growth opportunities• Great management teams & capital allocatorsInstitutional investors, such as pension and endowment funds, have long understood the advantages of diversification through private market investments. However, retail investors have often found it challenging to access alternatives beyond stocks and bonds. To address this gap, our managed account solution includes allocations to institutional-quality private market solutions such as private real estate, private credit, and private equity with a goal of reducing portfolio volatility and delivering more stable risk-adjusted returns.We firmly believe that successful investing requires patience and discipline. We take a long-term view and do not partake in trading or speculating.Building wealth is a gradual process, and we are committed to guiding our clients through their financial journey with a focus on long-term growth and stability.