As a Portfolio Manager, Paul is able to offer discretionary portfolio investment management to his clients. He works to create long-term, personalized financial plans to help clients meet their individual goals.
Paul is a Chartered Professional Accountant (CPA) and Certified Financial Planner (CFP) who is dedicated to helping clients navigate all aspects of their financial goals. He specializes in planning for life transitions, whether it's retirement, a change in income requirements or inter-generational money transfer. Paul builds long-term relationships with his clients based on trust and care, prioritizing their understanding of their investment strategy so that they can enjoy confidence in their financial future. With the understanding that wealth management is complex and often emotional, his focus is ensuring clients are listened to and feel comfortable and supported through every step of the process. Paul takes pride in helping his clients achieve more than just peace of mind, but excitement and inspiration in their plans for the future.
His diverse financial background enables him to assess your financial needs from a holistic perspective, and he leverages the specialists of RBC Wealth Management to ensure all facets of your wealth (tax planning, will and estate planning, business planning) are included in your financial plan.
In his spare time, Paul enjoys golfing, skiing, hockey and donating his time to various organizations such as Okanagan Village Housing Society and Rotary. He lives in Vernon, British Columbia with his wife, two daughters and dog.
