A comprehensive approach to help you achieve your financial goals

With over 30 years of portfolio management experience, Paul provides expert wealth planning and investment solutions to a variety of clients. Paul is committed to helping clients satisfy their most sophisticated investment needs by taking a personal approach; building relationships based on trust, integrity, and exceptional client service. Whether you're looking for personal wealth management for yourself, your family, or your business, you can depend on Paul to help you achieve your goals as they evolve through each stage of life. 

Customized solutions for your specific needs

Helping you achieve your financial objectives starts with understanding your needs. Using a personal approach to discover the needs of each client is fundamental, as financial well-being extends beyond portfolio performance itself. Paul works with clients to determine specialized wealth planning strategies that simplify the most complex financial objectives and establish the best path forward to achieve them. Paul is seasoned in working with a diverse group of clients that include: 

  • Executives and entrepreneurs looking to enhance the growth of their wealth

  • Professionals requiring assistance with their personal assets and a trusted partner with shared clients

  • Business owners who need help managing their personal and business assets 

  • Pre-retirees who want to make the most of managing their retirement savings as they approach retirement

  • 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

  • Not-for-profit organizations and foundations requiring assistance managing investment assets according to specific guidelines 

  • Doctors and medical professionals who wish to streamline their investment management in order to better focus their practice 

Paul is pleased to offer you a free consultation. Please Contact Paul today for an expert second opinion on your portfolio. 

Investment, tax and lifestyle perspectives

Written by the experts at RBC Wealth Management, Perspectives magazine highlights topical issues relevant to high-net-worth investors and addresses their wealth management concerns – from insights on tax strategies to family and lifestyle interests.

Paul Lannan, M. Div., FCSI, BBA

Senior Portfolio Manager


How can we help you?

Call us today at 902-542-5956, or, fill out the form below and our team will reach out to you directly to schedule a complementary consultation.

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