Paul has over 20 years experience as an Investment Advisor in Kitchener Waterloo and Guelph. Paul holds a bachelor in Economics from The University of Western Ontario and completed his studies in Business Administration at Wilfrid Laurier University. Paul reached a milestone in 2007 when he joined the President's Council, a distinction reserved for high performers within his firm. He and his wife Katie live in Guelph with their two kids. Paul is an avid skier and cyclist and is involved in fundraising.
The mission of the team is to create your Financial plans in complete alignment your deepest held beliefs and values. We get your entire financial house in order and keep it that way. We will do the work and worry so that you don't have to. With a simple process using three meetings a year we keep you on track to make your goals a reality. Through this process you will have a high degree of confidence that you will achieve your goals despite all the noise in the media and marketplace,
As a Certified Retirement Specialist, I stress the importance of having a plan to help you retire in comfort with dignity.
We cant predict the future, but we can plan for it. The time to plan is now! Remember, it wasn't raining when Noah built the ark. A plan is only useful if you take action. Like joining a gym. The membership itself won't make you physically fit. Actually doing the excercise will produce the results. That's why we conduct the 3 meeting process....to make sure you stay on track and are moving towards turning your dreams into reality.