Paul specializes in the clients overall wealth strategy by working with internal and external professionals to create a unified financial plan. In addition, Paul manages asset allocation decisions and oversees custom portfolio design.
Paul began his career in the investment industry in 1996. 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. He is a graduate of University of Guelph with an Honors BComm. degree.
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.
