Paul Bola, CFP, FMA

Investment And Wealth Advisor/Financial Planner

905-277-1565 | Email me

Paul has been in the investment industry for over 14 years providing affluent and high net worth clients with personalized and conservative investment management, and financial and estate planning. Perseverance, hard work, integrity and excellent customer service are key values that have accompanied him throughout his career.

Paul's services are designed for clients who have reached the stage where their financial affairs have become increasingly complex and they require professional assistance managing their investment assets. As his client, you have access to a broad range of resources to fulfill all your financial needs. Paul is fluent in Punjabi, Hindi and Urdu.  He is also actively involved in events and charitable activities in his community.
His Clients include:

  • Busy executives and professionals looking to free their time to focus on personal and career goals
  • Successful business owners and self employed professionals who need help managing personal and business assets
  • Pre-retirees who want to make the most of their retirement savings as they approach retirement
  • Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
  • Philanthropists looking for creative ways to enhance their legacy to chosen charities
  • Non-profit organizations requiring assistance managing investment assets according to specific guidelines

Important notices