VICE PRESIDENT OF SALESBASIL D'SOUZA, CFA
Basil has been providing relationship management within the financial services since 1999. Prior to working with Donville Kent Asset Management, he has held senior positions at two hedge funds, a Canadian bank and at one of Canada’s largest wealth management firms.
Basil differentiates himself with high net worth investors, investment advisors, family offices and pensions by helping them articulate and develop a properly constructed asset allocation strategy. In particular, Basil focuses on downside protection and risk management which helps frame expectations around potential outcomes for performance and risk.
Basil is a CFA Charter holder and graduated with a B.Comm in Finance from Concordia University.