Understanding the Difference Between a Will and a Power of Attorney

Joining Nicola Wealth: Laura De Sousa

Cash may be king, but cash flow rules in times of volatility

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Professionals you can trust

Holding the designations of Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), Chartered Life Underwriter (CLU®), and Trust and Estate Practitioner (TEP), Laura brings deep expertise across investment management, financial planning, insurance solutions, and estate planning.

Recognized as one of Wealth Professional’s Top 40 Under 40 Rising Stars in 2023, Laura is celebrated for her client-centric approach, technical knowledge, and ability to navigate the complexities of wealth and legacy planning. She is committed to guiding individuals, families, and business owners with clarity, care, and confidence.

When not in the office, Laura enjoys her time with her husband and 2 children, Bianca and Tiago – cheering them on during their soccer games. She also enjoys hiking, playing volleyball and being outdoors as much as possible.


Laura De Sousa has been helping clients build, preserve, and transition wealth since 2006. As a Wealth Advisor and Client Relationship Manager at Nicola Wealth, she specializes in designing comprehensive financial strategies that align with her clients’ goals and values.

Overview

Laura De Sousa

Client Relationship Manager

Wealth Advisor

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The content of this site is intended for U.S. residents. Please note that Nicola Wealth investments funds are generally not offered to U.S. residents at the present time. As such, the contents of this website should not be construed as as an offer of any of Nicola Wealth’s investments funds to U.S. residents. Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.

Before proceeding, please confirm if you are an accredited investor by checking the box above. Accredited investors are individuals with a net worth of more than $1 million, excluding the value of their primary residence, or individuals with income of more than $200,000 (or joint income of $300,000 for married couples) per year for the past two years, with a reasonable expectation that such income levels will be attained in the current year.
 
Accredited investors also include certain institutions, including U.S. banks and U.S. branches of foreign banks, U.S. savings and loans associations, U.S. insurance companies, U.S. registered brokers and dealers, U.S. registered investment companies and business development companies (as defined by the U.S. Investment Company Act of 1940).
 
Additionally, certain state pension funds and ERISA plans with more than $5 million total assets and certain partnerships, corporations, and trusts with more than $5 million total assets are also considered.


I hereby certify that I am an accredited investor or that I am an authorized representative of an accredited investor

Laura De Sousa

Overview

Insights from Laura

Professionals you can trust