Paul Kuno, CIM, FCSI, CIWM

Vice-President, Portfolio Manager & Wealth Advisor

905-332-2585 | Email me

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.

Darren Gillis, BBA, FCSI, CIM

Associate Investment Advisor

905-332-2586 | Email me

Darren has worked in the investment industry since 1999. A graduate of Brock University with a degree in Finance, he has earned several industry designations, including Canadian Investment Manager (CIM) Financial Management Advisor (FMA) and Fellow of the Canadian Securities Institute (FCSI). Focused on wealth preservation, Darren provides money management services to high net worth clients and delivers strategies far beyond the scope of basic financial planning. He is also insurance licensed.

In his free time, Darren enjoys activities with his son Gavin such as playing hockey and golf along with other outdoor activities, and travel. He is involved in the community through coaching hockey and supporting local charities such as Big Brothers Big Sisters of Canada.

Denyse Roberts

Associate

905-332-2584 | Email me

Denyse is a graduate from the Banking and Wealth Management program at Sheridan College. Committed to ongoing professional education, Denyse has completed the Canadian Securities Course and Conduct and Practices Handbook courses.

Denyse's main focus on the team is to respond to client requests in a timely and accurate manner. She is able to help clients with appointments, wire transfers, cheque requests, online account access and other administrative needs.

Outside of the office, Denyse enjoys playing soccer, going for hikes on the local trails with her dog and attending live music and sporting events.