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Paul is engaged in the development of your highly customized and comprehensive financial plan- the true foundation of your experience and the measure of future success. As part of this planning process, Paul explores relevant financial, retirement, tax, Will and estate strategies. He has extensive experience providing financial planning advice to clients with complex and sophisticated needs and goals. Paul brings over 20 years of experience in the financial sector.
Paul holds the Certified Financial Planner (CFP) designation, the Financial Management Advisor (FMA) designation, the Fellow of the Canadian Securities Institute (FCSI) designation, and is life licensed. His areas of expertise include investment and retirement planning, Will and estate Planning and insurance needs analysis.