Meet The Team
Associate Portfolio Manager
Senior Investment Advisor
Associate Portfolio Manager
Senior Investment Advisor
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.
Associate Investment Advisor
Associate Investment Advisor
As an Associate Investment Advisor for Lifetime Wealth Advisory Group Peter applies his calm, client focused lens to develop strong, lasting relationships with his clients. Peter has 13 years of Banking experience, 6 of which were as a TD Canada Trust Branch Manager in one of Ottawa's busiest locations. Peter's hard work and banking experience has provided a breadth of knowledge to clients.
By gaining an intimate understanding of his client's goals and priorities, Peter broadens their financial knowledge while establishing a plan they can be confident with. Wealth is complex, Peter believes there are multiple facets of one's wealth which need to be addressed in order to instill financial confidence to the affluent client. Driven by his natural curiosity, you will feel confident and comfortable with Peter acting as your Financial steward.
Born and raised in Ottawa's Westend, Peter attended Algonquin College studying Small and Medium Enterprise Management which lead to a specialization in Business Management from St. Lawrence College in Kingston. Peter's passion for Entrepreneurship dates back to his early years while working and supporting local businesses in Ottawa's Westend. While working closely with Small Business owners and understanding their passion for their business, Peter recognizes not every solution fits the box. Peter believes by taking an innovative, solution-based approach, you can feel confident with your financial future.
When Peter isn't in the office, you'll find him living a healthy, active lifestyle and enjoying sports of all kinds. Peter enjoys taking on do it yourself projects, cooking and spending time fishing. He is the proud father of his beautiful daughter Audrey.
Client Service Associate
Client Service Associate
Miranda represents the core of the administrative services our practice delivers. With TD Wealth Private Investment Advice for the past two years, she strives to bring an outstanding level of professionalism and enthusiasm to the day-to-day organizational efficiency of Lifetime Wealth Advisory Group. In addition to her administrative responsibilities, she is an invaluable asset to our group during tax season, fielding enquiries and sourcing solutions.
A graduate of Algonquin College, where she earned a diploma in Business Administration, Miranda is an avid outdoor enthusiast. Snowmobiling in winter and four wheeling in summer are just two of her primary outdoor pursuits. Miranda's other enthusiasms include travel and taking early morning hikes with her dog Sadie and boyfriend Nick – a talented photographer – to catch the perfect sunrise.
