A financial services professional since 1997, Paul has been providing comprehensive wealth management advice to individuals and their families, as well as corporate investment services, for the last 24 years and has acquired a vast depth of experience.
Committed to offering total wealth management to his clients, Paul is continually upgrading his professional knowledge in many areas of financial and investment management. He holds a Chartered Investment Manager (CIM®) designation and is a Fellow of the Canadian Securities Institute. Paul acts as an Associate Portfolio Manager and Senior Investment Advisor for his clients.
Both his academic and professional backgrounds have laid the foundation for his investment expertise. He graduated from the University of Ottawa with a Bachelor of Commerce degree and earned his MBA from Concordia University in Montreal and l'Université de Montpellier in France.
Bilingual, born and raised in the Ottawa region, Paul calls Ottawa home. Outside the office, Paul is an avid sports enthusiast. He loves soccer, cross-country skiing and scuba diving. He also enjoys weekends at the cottage with his wife, Shereen, his daughter Chloé, and his son Zach.
Lifetime Wealth Advisory Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.