Meet Our Team
Certified Financial Planner
Tel: 416.234.8055 (Ext. 103)
Paul has been in the financial services business since 1985. His office and his home are located in central Etobicoke.
An alumnus of WLU (BBA), a Chartered Life Underwriter (CLU) and a Certified Financial Planner (CFP), Paul has been selected to share his expertise in numerous publications and broadcasts on financial planning. Paul has been asked to sit on several boards, based upon his business acumen and strong voice supporting client issues.
His financial planning approach centers on an individualized plan for client wealth accumulation, asset preservation, and tax minimization supported by strong service and client relationships. “We build partnerships for life by having a deep relationship and understanding with key clients, which allows us to offer advice that leads to solutions, rather than products. Our relationships are based on trust, integrity and mutual respect. We share the same values and lifestyle ideas as our clientele. We bring focus to the future.”
Paul has always enjoyed and benefited from the support of his wife Stacey. They have 2 daughters and ski as a family every winter weekend at Alpine. The demands of a young family and a business leave little free time, but Paul finds time for golf (St Georges), fly fishing and hockey (HVOT) and loves to travel the world, often visiting international friends.
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Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.