Paul is an experienced and knowledgeable financial planner who has been successfully helping clients since 2001.
He is fluently bilingual in French and English. He takes great personal satisfaction in being able to design personalized financial strategies to meet the needs of individual families.
Paul has continuously qualified as a member of the prestigious Million Dollar Round Table and is now a lifetime member (10+ years of qualifying). MDRT is the premier association of financial professionals as only the top 3% of financial professionals in the world qualify for membership. His extensive financial knowledge have led to multiple financial planning speaking engagements teaching people how to maximize their wealth, protect their assets all while minimizing risk and taxes.
Education has been a big key to his success as he believes that knowledge is power. He has a Bachelor of Commerce Degree (B. Comm) from the University of Windsor, and has attained the professional designation of Fraternal Insurance Counselor (FIC). He has completed his Certified Senior Advisor (CSA) designation to further understand the baby boomers and elders present and future challenges. He also has his Chartered Life Underwriter (CLU®) designation which is Canada's premier wealth transfer and estate planning designation. He also has attained his Chartered Health Specialist (CHS) designation to able him in giving the best advice concerning living benefits such as disability insurance, critical illness and long term care.
He is a licensed mortgage agent aligning himself with the brokerage Mortgage Intelligence (#10428) where he is also a member CAAMP. He is active in the community as a 4th degree member of the Knights of Columbus, a member of Rotary and serves as Treasurer on the board of directors for Newark Neighbours (local food bank).
His ultimate aim is to build a strong lasting relationship to help you achieve your financial goals. He believes in providing you with the highest quality service, products and help navigating you in a non-pressure setting using a holistic approach to ensure all your financial needs are met.