Paul offers a wealth of experience as an investment advisor, portfolio manager and in leading the team’s overall investment strategy. He joined the industry in 1983 and has since built a successful practice based on trust, integrity and client service. Always acting in the best interests of his clients, Paul is also fully licensed to provide discretionary portfolio management services for the most sophisticated investment needs.
In addition to passing stringent exams and being approved by an industry board to achieve his Portfolio Manager designation, Paul also is a fellow of the Canadian Securities Institute (FCSI). He also holds a Masters of Divinity (M.Div), and Bachelor of Business Administration (BBA).
Paul provides comprehensive wealth management solutions to his clients, and the overarching investment strategy for our clients. Paul oversees discretionary portfolios and also connects clients with financial planning, tax, estate planning or other financial professionals as each client’s needs and life stage dictates.
Paul, his wife, and four children are proud residents of Port Williams. He is an active community member and volunteer.
