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Determining your unique financial goals requires a personalized and experienced approach.
Discretionary portfolio management through our Private Investment Management (PIM) program
Tax-efficient Investment Portfolios geared toward preservation of capital
Full Service Wealth Management
Retirement Income planning
Inter-generational Wealth Transfer
With special expertise in dealing with issues of Farm and Business Owner/Operators
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Vice-President, Portfolio Manager & Investment Advisor
Paul has obtained his Chartered Investment Manager (CIM) designation. His experience in the investment and portfolio management business started in 1992 with Richardson Greenshields, which was acquired by RBC Dominion Securities in 1996. Paul has maintained Executive Council member status within RBC Dominion Securities for several years and is ranked in the top 100 advisory teams out of 1700+ across Canada within the firm.
Almost half a million Canadian women who lost their jobs during the pandemic hadn’t returned to work as of January.