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Mark Belknap
Rachel Sousa

Tel: 416-359-4005

Address
1 First Canadian Place
39th Floor, P.O. Box 150
Toronto, ON
M5X 1H3
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Our Team

Mark Belknap, CIM

Investment Advisor

Tel: 416-359-4005
Fax: 416-359-4029
Toll Free: 1-800-263-1883

Email: Mark.Belknap@nbpcd.com
Connect with me on LinkedIn

Mark Belknap is an 15 year veteran in the financial services industry providing professional investment advice and portfolio management with a focus on 3 main verticals: high net worth family offices, businesses and institutions. His former roles provide him with a well-rounded perspective on Wealth Management and tie to other areas of subject matter expertise that support his clients’ needs. He started his career with Sunlife Financial as an Insurance/Investment specialist then shifted gears to become a senior banker with CIBC where he was recognized as a key spokesman for the retail banking channels - speaking about the banks specialized products and services to thousands of employees.

Mark is accomplished and is a Certified Investment Manager, CIM - one of the highest regarded designations in the financial industry. He also holds a degree from King’s College at Dalhousie University.

In Mark’s spare time he likes to rock climb, read, ski at Beaver Valley and spend time with his family. He is an avid outdoorsman…most likely stemming from his forest fire fighting days!
 

Rachel Sousa

Investment Associate 

Tel: 416-359-5712
Fax: 416-359-4029
Toll Free: 1-800-263-1883

Email: Rachel.Sousa@nbpcd.com
Connect with me on LinkedIn
 

Rachel Sousa has more than 10 years of experience in the financial industry, with the previous 5 being in Private Wealth Management, Belknap Investment Group as an Investment Associate to Mark Belknap. Rachel holds a registered representative license and is a candidate for the Chartered Investment Manager (CIM) designation.

Rachel prides herself in exceptional client experience and provides sound financial advice which allows her clients to live a prosperous life. She maintains a steadfast commitment to making a positive difference in their lives.

When not working, Rachel enjoys spending time with her family and friends. She plays hockey all year round (as a goalie!) with an amazing group of ladies and in the summer you can catch her on the golf course or relaxing by the pool reading a good novel.
 


 

Our Partners


 

Karen Sparks, MBA, CFP, TEP

Senior Wealth Management Consultant 

Tel: 416-359-7422
Email: Karen.Sparks@bmonb.com
Connect with me on LinkedIn


To learn more, please click here
 

Dante Rossi, CPA, CA

Director, Tax Planning

Tel: 416-359-4032
Email: Dante.Rossi@bmonb.com
Connect with me on LinkedIn


To learn more, please click here
 

 

John Michael Durrant

Estate & Insurance Advisor

Tel: 416-359-6078
Email: JohnMichael.Durrant@bmo.com

To learn more, please click here
 

Elizabeth Bozek

Will & Estate Planning Consultant 

Tel: 416-359-6947
Email: Elizabeth.Bozek@bmo.com
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To learn more, please click here
 

David Tremblett, CFP, TEP

Vice-President, Personal Trust

Tel: 416-123-4567
Email: David.Tremblett@bmo.com
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