Meet Our Team
As the Branch Manager, Paul's duties are twofold:
1. to manage a busy, dynamic, and rapidly growing financial planning office of seven professionals to best serve the interests of our clients, and
2. to assist a select group of private-clients accumulate and preserve their family wealth. This is done through a conservative and disciplined approach to financial planning.
Since joining the industry in 1997, Paul has worked exclusively with retail private-clients. This experience has led him to Investment Planning Counsel, a financial planning firm synonymous with the best in the industry. Outstanding client-service and a strict discipline have rewarded Paul's private-clients with year after year of client satisfaction.
Education, personal growth, and giving back to the community are all very important to Paul. Industry courses completed through The Canadian Securities Institute include The Canadian Securities Course (CSC), The Conduct and Practices Handbook (CPH), The Canadian Options Course (COC), The Professional Financial Planning Course (PFPC), and The Branch Managers Qualifying Exam (BME). Paul is an active member and volunteer with multiple community and charitable organizations.
Contact Paul today for a confidential, no-obligation discussion that is sure to improve your financial health and peace of mind.
Personal Financial Website
Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.