At Bola Wealth Management giving our client’s time, 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. 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.
Our 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