- Optimize your business
- Business planning
- Business owners guide
- Simplify complex financial affairs
- How to select your financial advisor
- Wealth management process
- Family wealth management guide
- Create your family legacy
- Estate and wealth protection
- Family inventory checklist
- Settling an estate
- Estate planning guide
- Invest for your future
- Investment solutions
- Custom-designed portfolios
- Advisor Account
- Mutual funds
- A+ portfolios
- Guided portfolios
At Bola Wealth Management giving our client’s time and peace of mind, and helping them achieve their personal and financial goals are what matter to us. Through our team based approach and network of industry experts, we offer much more than investment solutions, and serve a diverse group of clients, including multi-generational families, incorporated professionals and business owners. Conservatism, patience and discipline are at the core of our process, and when combined with our firm’s vast resources, we have the tools to protect, enhance and grow your wealth. We will guide you through all financial stages of your life, tailor your plan to suit your preferences and circumstances, and ensure you always have the confidence that your goals are being achieved.
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
Investment Solutions Designed For You
The starting point for achieving your investment goals is a personalized strategy. Several important factors will be considered in the creation of your strategy, such as your personal investment goals, how long you have to invest and your attitude toward risk. Based on this, Paul will recommend guidelines for making investment decisions, including security selection and asset mix criteria. Over time, your plan will evolve to keep pace with your changing needs and will be adjusted to reflect current market conditions.