Michelle de Souza
Holistic Wealth Management @RBC Dominion Securities
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WORK HISTORY
Holistic Wealth Management @RBC Dominion Securities
Calgary, AB, CA
Andrukow Wealth Management Group - one of the largest RBC DS wealth advisory teams in Calgary:• Provide holistic wealth management services, establishing a financial partner relationship with clients. • Utilize an academic approach to investing, focusing on evidence-based strategies to eliminate guesswork. • Deliver best-in-class household financial and business planning offerings, enhancing client satisfaction and retention.
EDUCATION
Universidad de Colima
Colima, Mexico, Spanish Language and Literature
Haskayne School of Business
Bachelor of Commerce - BCom
ABOUT MICHELLE DE SOUZA
We advise high-net-worth families, business owners, executives, and physicians on integrated wealth strategies designed to bring clarity and confidence to complex financial lives. As part of Andrukow Wealth at RBC Dominion Securities — one of the largest and most established advisory teams in downtown Calgary — our focus is helping families make informed long-term wealth and legacy decisions. Our approach integrates retirement planning, tax optimization, estate planning, and risk management within a comprehensive wealth management framework supported by evidence-based investment strategies. Our disciplined portfolio construction is grounded in decades of empirical research, allowing clients to focus on long-term outcomes rather than short-term market noise. Backed by my CPA designation and supported by a highly skilled advisory team, I provide integrated, forward-looking advice tailored to each client’s circumstances. Our multidisciplinary team structure reflects a strong commitment to client service, ensuring proactive guidance and coordinated expertise across all aspects of wealth planning. Together, we provide institutional-level resources with a highly personalized approach, serving as trusted advisors to families navigating wealth preservation, growth, and legacy decisions. If you value thoughtful planning, disciplined investing, and a collaborative advisory relationship, I would be pleased to begin a conversation. Andrukow WealthEmpower Your Wealth. Enrich Your Life.
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