Senior Wealth Advisor
Paul sees his role as a loyal captain of his client’s financial affairs. More than just selecting individual stocks and bonds, Paul is committed to discovering unique and inventive solutions to address the individual requirements of his clients.
This can mean doing the hard work to truly understand alternative investment products, and then working just as hard to help clients understand how these products can help them achieve their investment objectives. Or, it can mean investigating select new issues and private placements that may offer unique opportunities, or working with outside experts to customize Individual Pension Plans or other estate planning solutions.
When it comes to portfolio construction, Paul has found that careful diversification of assets, including cash, fixed income and equities is the best way to mitigate market risk, and the key to producing a positive client experience.
Paul is a graduate from the University of Guelph and took his Commerce degree from the University of Windsor. He is a passionate family man and hockey Dad, and has been serving clients in the Toronto area since 1998.