Our Team

Paul designs retirement, investment and estate planning solutions for executives, business owners and their families. For over 20 years, he has prided himself on building long-lasting, value-added client relationships built on trust, service, integrity and professional advice.

He is a Chartered Professional Accountant and a dedicated student of the financial industry. He still likes to brag about being a provincial medalist on the Uniform Final Exam as well as being presented with the Canadian Securities Institute Award of Excellence while obtaining his Professional Financial Planning Course. In addition to his securities license, Paul has his LLQP Insurance accreditation and is licensed as a life, accident and disability insurance consultant.

Paul is committed to uncovering his clients’ financial priorities and creating comprehensive, unbiased solutions that offer peace of mind. He develops customized portfolios to maximize investment returns and tax efficiency at a level of risk that is within his clients’ comfort zone.

When not at work, Paul loves spending time with his family, sometimes plays a decent game of golf and enjoys officiating amateur sports.

Insurance products provided through PTD Financial Services Limited