Paul Jokel, CIM, PFP

Wealth Advisor And Financial Planner

Email me
905-516-2009
905-546-8702
1-800-461-0274

As a Wealth Advisor and Financial Planner with RBC Dominion Securities, Paul offers a wealth of technical expertise and over 9 years of industry experience successfully managing investment portfolios for individuals, their families and private corporations. Working with Paul will provide you with the confidence and security of knowing your assets are managed with the highest degree of care and professionalism.

Paul attended Brock University in St. Catharines where he received a BA in Economics and Business Administration. After graduating, he was employed by one of the major Canadian banks as well as by a successful global securities firm before joining RBC Dominion Securities in 2009.

Understanding the importance of continuing and higher education, Paul has completed several industry courses earning the Certificate In Advanced Investment Advice and holds the Chartered Investment Manager as well as the Personal Financial Planner designations. He is also a CFP Level 1 Certificant and on track to acquiring the advanced industry Certified Financial Planner designation.

In addition to being securities licensed by our regulator IIROC, Paul is also options licensed. This allows him to fully service and provide sophisticated high level advice and foremost risk management to satisfy all of his clients' needs.

For those clients looking for opportunities to protect or enhance their wealth and income, Paul has completed the Life License Qualification Program which is part of the Canada licensing regime for life insurance agents.

Paul, his wife and their son reside in Waterdown. In his time away from the office, he enjoys playing squash and tennis.

Paul is also fluent in English and Polish.

 

When working with an investment manager, it's critical to have someone in your corner you can count on. By choosing to partner with a CIM® you can rest assured your best interests will be served.
A Chartered Investment Manager (CIM®)
● Understands that each client has a unique and diverse set of investing needs and objectives.
● Can tailor traditional and/or sophisticated investment strategies to meet the precise needs of their clients.
● Has committed to expanding their expertise, improving their performance and staying on top of industry trends through continuing education. (www.csi.ca)
Recognized by Canada's largest financial institutions, the PFP® designation is a leading industry standard that ensures those who earn it demonstrate the knowledge, skills and attributes necessary to evaluate and manage all aspects of a clients' unique financial situation. Earning the PFP® designation certifies the holder to be a comprehensive and holistic financial planner. Since 2010, over 4300 Personal Financial Planner designations have been awarded to industry leading financial planning professionals.  Accredited by the American National Standards Institute to ISO 17024, which acknowledges meeting global standards for certifications, CSI ensures PFP professionals meet the highest standards of competence and professionalism. (www.csi.ca)

 

Please contact me at (905) 546-8702 or paul.jokel@rbc.com to schedule a review of your Investment Portfolio, Financial Plan and Investment Policy Statement. Confirm that you are currently receiving the best advice and are on the right path for financial success. Thank you.

www.pauljokel.ca