Education and Accreditation

Vice-President, RBC Dominion Securities

Paul holds the distinction of Vice-President of RBC Dominion Securities. This honour recognizes Paul’s significant achievements in building his business and providing his clients with superior investment advice and client service while demonstrating qualities of the very best Investment Advisors in the industry. Paul is listed as one of the top 25 RBC Dominion Securities Vice-Presidents on LinkedIn.

Licensed Portfolio Manager

Paul is a licensed and accredited Portfolio Manager, a designation that allows him to offer Private Investment Management (PIM) exclusively for portfolios exceeding $100,000. PIM is a unique discretionary managed account where you delegate responsibility for day-to-day investment decisions to Paul. Because your approval is not required for every single transaction, Paul is able to take advantage of investment opportunities quickly and efficiently, working within specific guidelines established with you in advance that guide all decision-making.

Paul is among a small, select group of Investment Advisors offering services through PIM.  Portfolio Managers must possess advanced investment credentials, extensive experience advising clients, and substantial assets under administration.

FCSI and Post Secondary Degree

In addition to his Bachelor of Commerce degree and his industry accreditations, Paul’s expertise and professionalism earned him the coveted Fellow of the Canadian Securities Institute (FCSI) designation. The FCSI is the industry's highest award of distinction that recognizes leading professionals for their outstanding educational dedication, experience and record of achievement.