Paul’s approach to wealth management is rooted in enduring relationships and meaningful impact. He believes true success extends beyond wealth, it’s about helping families use their resources to live with purpose and leave legacies that reflect their values. Paul is a trusted partner through life’s changes, clients rely on him for clarity, confidence, and perspective across generations.
In his current role, Paul provides discretionary investment management to affluent clients, including business owners, executives, charitable foundations, and not-for-profit organizations. He offers access to world-class investment insight and delivers comprehensive guidance that integrates portfolio management with tax and estate considerations. Clients value Paul’s integrity, accessibility, and clear communication.
Before joining RBC Phillips, Hager & North Investment Counsel Inc. in 2022, Paul built his expertise at another major Canadian financial institution, where he conducted investment research and managed relationships with high-net-worth clients.
Paul is a Chartered Financial Analyst (CFA) Charterholder and a member of the Toronto Society of Financial Analysts. Outside of work, he enjoys time with his wife and two teenage sons, often planning active family getaways that combine adventure and relaxation. An avid skier, golfer, and traveler, he values experiences that bring people together and create lasting memories.
