“In my 28 years in this industry, I strive to work with clients as their Chief Financial Advisor, finding solutions to all their financial needs.”
Paul graduated from the University of British Columbia and holds a degree in Economics. He entered the financial industry in 1995. He currently is a fully licensed Portfolio Manager, has his CIM (Chartered Investment Manager) and FMA (Financial Management Advisor) designations.
Paul's expertise lies in assessing risk versus return profiles and constructing portfolios that align with his clients' objectives. As a Portfolio Manager, he leverages his extensive knowledge of the capital markets, including bonds, stocks, and ETFs, with a minimal allocation to mutual funds. Holding a CIM designation, Paul is recognized for his proficiency in portfolio management.
In his current role, Paul partners with RBC Dominion Securities, Canada's largest financial firm, to offer holistic wealth solutions for families. He provides comprehensive services, including wealth management, financial planning, estate planning, and insurance, ensuring that his clients receive a well-rounded approach to their financial well-being. Known for his ability to simplify complex financial concepts, Paul's clients appreciate his dedication to making information easily understandable and pertinent to the individual.
While Paul is committed to being the most trusted advisor for his clients, he also values a fulfilling personal life, Paul has lived and grown up in South Surrey and is married to his best friend Megan. They are busy raising their three boys, Parker 12, Finlay 11 and Bennett 8. As the first captain of the Surrey Eagles back in 1992, Paul stays active in hockey and sports, and now is starting the journey of coaching his kids through their early years. Paul considers himself fortunate to have a career he loves and remains passionate about helping families achieve financial success.
