As a Senior Vice President in our Calgary office, Paul provides a wide range of wealth management services to executives, professionals and their families. He has particular expertise in tax planning, which is complimented by his financial and estate planning experience.
With an eye for detail, Paul knows how and when to bring in other professionals – such as lawyers – to create financial plans that meet his clients’ needs throughout every stage of life.
Beginning his career in 2005 with a bank, Paul joined T.E. Wealth’s Calgary office in 2006. He holds the Certified Financial Planner® (CFP®), Financial Management Advisor (FMA), and Canadian Investment Manager (CIM) designations, and has a Bachelors degree in Applied Financial Services.
Paul lives in Calgary with his wife and six children.