Paul’s services are designed for individuals, families, businesses and other organizations requiring professional assistance managing their wealth.
 
  • Senior executives looking to enhance their retirement savings beyond normal pension limits, diversify exposure to their company stock, and coordinate multi-faceted financial affairs.

  • Professionals such as lawyers, accountants, luxury real estate specialists, private bankers and account managers who may require assistance with their personal assets as well as a trusted partner to service shared clients.

  • Incorporated professionals such as doctors, dentists, veterinarians and pharmacists who may need a greater range of wealth management options and can benefit from enhanced retirement benefits only available to them.

  • Owner/managers who need help managing their personal and business assets, preparing for their upcoming business succession, converting business assets into personal assets tax efficiently and potentially equalizing their estate.

  • Pre-retirees who want to make the most of their retirement savings as they approach retirement and retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security.

  • Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner.

  • Charitable foundations and non-profit organizations requiring investment management according to specific guidelines.