Paul Wannamaker

Investment Advisor

780-493-7717 | Email me
780-426-7838


I obtained a Bachelor of Arts in 1994 from the University of Alberta, and remain a firm believer in ongoing education. Since entering this profession I have acquired the advanced industry designations of Certified Financial Planner (CFP) and Registered Retirement Consultant from the Canadian Institute of Financial Planners (CIFP). These credentials and experience add additional financial planning expertise and perspective to the wealth management solutions I provide.

I have over 20 years of experience in financial services, including previous experience advising high-net-worth clients at another national investment firm, to develop comprehensive wealth management solutions for my clients. My breadth of expertise helps ensure sound advice, expert execution and peace of mind for clients who need solutions for broad and complex wealth management needs.

Welcome to my site

 At RBC Dominion Securities, we have helped Canadian investors achieve their financial goals since 1901. Today, we are Canadas leading full-service investment firm, with over 400,000 clients across Canada. Whether you are investing for yourself, your family or your business, we can custom-design an investment portfolio to meet your specific needs for growth, income or capital preservation. We provide you with access to virtually every type of investment, including stocks, bonds, GICs and mutual funds all backed by proven investment strategy and top-ranked capital markets research. We can also assist with your various investment accounts, including Registered Retirement Savings Plans (RRSPs), Registered Retirement Income Funds (RRIFs), Tax-Free Savings Accounts (TFSAs) and non-registered Investment Accounts.
 
Who I work with
 
My services are designed for individuals, families, businesses and other organizations requiring professional assistance managing their wealth. 
 
Pre-retirees who want to make the most of their retirement savings as they approach retirement and retirees requiring innovative strategies to maximize their after-tax retirement income while protecting their financial security
 
Owner/managers who need help managing their personal and business assets, preparing for their upcoming business succession, converting business assets into personal assets tax efficiently and potentially equalizing their estate
 
Senior executives looking to enhance their retirement savings beyond normal pension limits, diversify exposure to their company stock, and co-ordinate multi-faceted financial affairs
 
Professionals such as lawyers, accountants, luxury real estate specialists, private bankers and account managers who may require assistance with their personal assets as well as a trusted partner to service shared clients
 
Incorporated professionals such as doctors, dentists, veterinarians and pharmacists who may need a greater range of wealth management options and can benefit from enhanced retirement benefits only available to them
 
Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
 
Charitable foundations and non-profit organizations requiring investment management according to specific guidelines
 
Get a Second Opinion

We're here to help in today's challenging markets

With all the uncertainty in the markets, many people are understandably concerned about their investments. While most successful people have some level of financial guidance, we strive to add a higher level of understanding, to be certain your finances are working together to allow for the best possible outcome.

Let us help you review all avenues of risk and reward, leaving no stone unturned. You have worked hard your whole life. Do not leave your success to chance. Take full advantage of our complimentary no obligation financial second opinion.

Take the next step; contact Paul today for a complimentary consultation (780) 493-7717.

As an Investment Advisor at RBC Dominion Securities, I would be pleased to speak with you about your financial objectives.
 
 

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