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Carlos Soares
Financial Planner*
Mutual Fund Investment Specialist**
Carlos has been working in the sales industry for more than 20 years. He joined The Co-operators in 2014 and prides himself on building long term relationships with his clients.
Carlos always takes the time to understand his clients’ needs and goals to ensure the things they value most are properly protected.
Carlos moved to Canada from Brazil in 2008 and understands the challenges and obstacles new immigrants face. Giving back is important to Carlos and that is why he is actively involved in his community helping new immigrants adjust to their new life in Canada.
When he’s not meeting with clients Carlos enjoys spending time with his wife and two children biking, hiking, camping and enjoying all the great outdoors has to offer.
Meet with Carlos today -- he'll help you put together a personalized portfolio that will help you reach all your insurance and financial goals.
Location
Oakville
Email*Offering insurance products underwritten by Co-operators General Insurance Company and Co-operators Life Insurance Company.
**Offering mutual funds through Co-operators Financial Investment Services.