Paul began his career in the investment industry in 1996. A graduate of the University of Guelph, he has achieved several industry designations to provide clients with the best quality of advice and care.
Most notably, Paul has completed rigorous education requirements to achieve the Portfolio Manager designation – enabling him to provide clients with discretionary investment management services. Paul has also achieved the Canadian Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI) and Certified International Wealth Manager (CIWM) designations. Paul’s dedication to continually improve his technical knowledge gives him the skills and expertise to help clients achieve their goals with innovative wealth management strategies.
Understanding the importance of capital preservation, Paul is also licensed to provide insurance advice to help clients protect their family and lifestyle, or create wealth for their estate plan.
Paul and his wife Vicky are working on a never ending bucket list now that their children, Jessica and Evan are in full-time University.
Paul is an active member the Burlington Oldtimer Hockey Club, Bruce Trail Society, and Canning Lake Property Owners Association and proud supporter of many charitable efforts including Carpenter Hospice and Joseph Brant Foundation.