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Our team is passionate about creating meaningful, long-lasting relationships that are transformational, not transactional. With a deep commitment to integrity and client service, we go beyond the numbers to offer personalized guidance with the ultimate goal of helping you achieve your family’s vision.
Senior Portfolio Manager
As founder of Kuno Family Wealth, Paul leverages nearly 30 years of industry experience and his portfolio manager designation to provide clients with discretionary investment management and wealth solutions tailored to their unique needs. His approach goes beyond traditional financial advice – rather, he prioritizes building lasting relationships with clients and providing them with a comprehensive suite of services that touch on every aspect of their lives. Above all else, Paul is driven by a deep desire to help people, whether that involves preserving legacies, navigating roadblocks, or pursuing new opportunities.
Paul has obtained some of the industry’s most prestigious credentials, including Fellow of the Canadian Securities Institute (FCSI) and Certified International Wealth Manager (CIWM). He additionally holds an Honours Bachelor of Commerce degree from the University of Guelph.
Passionate about giving back to his local community, Paul and his wife, Vicky, support a variety of charities through their foundation, including the Carpenter Hospice, United Way, and the Bruce Trail Society. They are the proud parents of two adult children and enjoy spending time with family and friends at their cottage in Haliburton.
Associate Investment Advisor
Justin joined the Kuno Family Wealth team in 2021 and has been a core member of our team ever since. As an associate investment advisor, he is responsible for portfolio modelling and trade execution, in addition to assisting with our overall investment strategy and future planning. Passionate about helping others achieve their goals and build their future wealth, Justin also manages a select number of client relationships and is actively working to grow our business in Milton and the surrounding areas.
Prior to joining our team, Justin spent several years working in other roles within RBC, including as an investment services representative and a banking advisor at the RBC Advice Centre. He holds a diploma from Humber College in Business Management, as well as the prestigious Chartered Investment Manager (CIM) designation.
When Justin isn’t hard at work, he enjoys spending time at the cottage with his wife, Carla, and their two little ones, Cassandra and Leo.
Associate
Tricia has accumulated a wealth of experience over the last 20 years working as a professional in client management. This extensive background speaks to her deep understanding of client needs, effective communication skills, and the ability to build lasting relationships. Tricia's track record showcases her proficiency in navigating complex client situations, delivering exceptional service, and maintaining a high level of professionalism. A big believer in ongoing professional development, Tricia has completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course through the Canadian Securities Institute. Outside the office, Tricia has a lifelong passion for the arts and adores her family, including her two Maltipoo puppies.
Administrative Assistant
A natural-born problem solver with a knack for organization, Nadine has been working with Kuno Family Wealth since 2022. As an administrative assistant, she is the first point of contact for clients – helping to schedule meetings, answer questions, and process documentation. Nadine is passionate about creating a personal connection with clients and takes pride in being able to provide them with the highest level of service possible.
Nadine holds a Bachelor of Arts degree from McMaster University and a post-graduate certificate in Human Resources Management from Mohawk College. Before joining our team, she worked in sales for a large technology company – a role that taught her the value of teamwork, collaboration, and integrity.
Nadine was born and raised in Hamilton and now resides in Grimsby with her husband, Dylan. In their free time, they enjoy working on their fixer-upper house and taking walks by the water.
A passion for investing and a knack for numbers led Matteo to pursue a career in financial services. He joined our team in 2025 after gaining two years of valuable experience with other RBC Dominion Securities advisors. In his current role, Matteo draws on his considerable organizational skills to maintain client accounts, respond to client inquiries, manage incoming communications, assist in onboarding new clients, and other administrative responsibilities. He is committed to delivering the highest possible level of client service. Clients and colleagues alike appreciate Matteo’s warm demeanor, communication skills, analytical approach and ability to problem solve.
A graduate of Western University, Matteo holds a degree in Business Management and Organizational Studies, specializing in Accounting and Finance. A big believer in ongoing professional development, Matteo has also completed a number of courses with the Canadian Securities Institute, including the Canadian Securities Course, Conduct and Practices Handbook, Wealth Management Essentials, Portfolio Management Techniques, and others.
Away from work, Matteo enjoys spending quality time with family and friends, and staying active playing golf with friends and in tournaments.
— Dale P., client for over 25 years
When I selected Paul Kuno, I was seeking more than solely a financial advisor. I wanted a trusted business partner who would help me with my finance-related life decisions such as preparation for retirement, cross-border money management for my life as a snowbird, estate planning, and incapacity planning for my old age. I was also seeking someone I could count on to have my best interests in mind rather than his own gain. This has been clearly evident over the years as Paul has helped me make decisions that did not lead to additional fees for his practice but instead maximized my financial situation. Paul asks questions before advising to ensure he understands my goals, my risk mindset, and my concerns. He takes the time to educate me. He ties my needs to my financial picture to ensure I have both the lifestyle and the peace of mind to live as I had hoped. His team is very responsive when I call to seek assistance or request transactions and the professionalism of this group has led to a long-term business relationship. I fully endorse Kuno Family Wealth for a discerning client who is seeking more than just a money manager.”
At Kuno Family Wealth, we’re dedicated to helping you write the next chapter.
