Paul Knight

With over 25 years of professional wealth management experience, I’m proud to offer my clients sound financial planning strategies and effective investment advice. But more than that, I offer them a path towards a successful financial life.

As they navigate important life transitions, I help my clients see the big picture: how the decisions they make today can affect their lifestyle and opportunities in the future. I work hard to explain their investment options clearly and in plain language, and incorporate choices that may be personally important to clients, such as responsible investing.

Clients come to me for unbiased advice and strategic, long-term planning to help grow and preserve their wealth – and that’s only the beginning. I make it a priority to build truly successful relationships by understanding your unique needs and showing my appreciation for your hard work, your time and your business.

"Together, we can accomplish great things."

A Trusted Partner in Your Financial Success

Paul Knight,

Senior Investment Advisor & Financial Planner

Honesty, integrity and transparency. These are the cornerstones of the service I provide to each of my clients.

For over 25 years, I have provided sound financial planning strategies and investment advice to affluent individuals, families, business owners and charitable organizations on Vancouver ’s North Shore and in other Vancouver communities.

I practice a conservative approach to investment management, which has served my clients well across all market conditions. My clients have confidence in my advice and appreciate the time I take to help them understand their options for achieving their financial goals—whether they are building, preserving or transitioning their wealth.

I take pride in the fact that my relationships are built on a strong foundation of trust and my recommendations always reflect what I would do for myself and my own family under the same circumstances.

Things you can count on when working with me as your Investment Advisor:

Solutions for broad and complex wealth management needs.
Balancing higher rates of return with an acceptable risk/reward ratio using a wide range of investment choices.
A consistently high level of unbiased investment advice and professional guidance based on your unique financial objectives.
Ongoing monitoring and review of your investment plan to ensure your changing needs are being met.
Earning your trust by acting with honesty, integrity and in your best interests at all times.

If you would like to find out more about how I can help you reach your financial goals, I’d love to talk with you. Please contact us for a no-obligation consultation.