Paul has been in the business since 1982, starting out with one of Canada
Paul’s team is made up of Matthew Lane who joined TD Wealth in February of 2018 and Annette Balog who has been working with Paul for over 20 years. The team’s Mission is to provide clients with sound investment and financial planning advice while adhering to the core values of honesty, integrity and family. Our vision is to assist families in navigating the complex landscape of financial, tax, and estate planning services. We take a holistic approach to your financial affairs based upon a comprehensive analysis of your individual situation; matching your goals and investment time horizons to the appropriate investment vehicles. Our overall emphasis and expertise with our clients is tax and estate planning.
I have recently acquired my CEA designation and as a Certified Financial Planner I will take the time to
understand your current situation, help you identify your future needs and I will work with you to customize a plan to help you meet them. I am now better able to assist my clients with the many questions that arise if they are required to carry out the responsibilities as an Executor/Executrix. I am also able to sit down with clients and their families to help them implement Estate Planning. Through hard work and persistence I am driven to provide strategies to assist my clients in developing a sound financial plan to help them make informed choices when faced with life’s inevitable changes.
I can help you plan to live the life you want with the
resources you already have. Whatever your needs, working with a CFP professional is a crucial step in helping you ensure your current and future financial well-being.
Being born and raised in Northwestern Ontario I understand
the challenges that people face living in a small rural community. Having had 25 years of experience in the financial services industry provides me with even more opportunities to assist my clients with every aspect of their
Have you just launched your career? Get off to the right start with a solid financial security plan for
today and tomorrow.
I’m here to help you see your financial options without complex jargon – so you have a clear
understanding on how to take control of your future.
Whether you’re saving for a down payment to buy your first home, a trip around the world, or the
freedom to stop working entirely, I can help you develop a custom financial security plan to put you
on the right track toward financial independence. Contact me today.
I strive to offer superior service, crystal clear financial advice and recommendations based on the individual needs and goals of every client.
I seek to educate and help clients build a financial plan that suits their objectives and most importantly, identify the right tools, strategies and products to maximize their wealth potential.
My goal is to establish a working relationship with each client built on mutual trust and integrity – no pressure, just sound, honest and transparent advice. To this end, I do not charge for consultations and welcome any opportunity to give a second opinion.
In 2010, I graduated from the University of Saskatchewan with a Bachelor’s Degree in Commerce. In December of that year I started with ASF Advisory Group Inc. where I studied and became licensed to advise and sell segregated investment funds, life insurance, disability insurance and critical illness insurance. I also became a Notary Public.
In 2011, I completed the Exempt Market Products course and became a registered dealing representative to sell and advise on Exempt Securities through Meckelborg Financial Group LTD (MFG LTD), an exempt market dealer.
In 2014, I completed my designation in Financial Planning and became a Certified Financial Planner® professional.
In 2016, I completed the Canadian Securities Course with honours.
I am an independent business and financial advisor.
Over 20 Years experience, helping clients improve their financial well-being, specializing in Estate, Retirement and Tax planning. Located in Etobicoke at the 427 and Bloor.
As a serial entrepreneur, the majority of my career has been developing creative and much-valued products and services for the funeral and financial services industries. With two estate settlement kits and countless public speaking engagements under my belt, I've helped hundreds of thousands of people throughout North America fulfill the important duties during one of life's toughest times - the death of a loved one.
I'm here if you encounter any estate related questions/situations that you may be unsure of. Feel free to share them with me and I promise to return with succinct and easy to understand answer.
I look forward to connecting and helping you support the families you serve.
With over 20 years of professional wealth management and retail banking experience, I have been actively focused on providing comprehensive financial management advice and solutions to high net worth individual and their families, estates & trust, charitable and business organizations.
I have earned the professional designations of Fellowship of the Canadian Securities Institute (FCSI®) and Chartered Investment Manager (CIM®). A resident of Toronto, I am actively involved in the community by participating Million Dollar Smiles and Juvenile Ride for Diabetes. And, in my spare moment I enjoy fitness and personal wellness.
I will work with you each step of the way to help you progress towards achieving the goals and dreams you and your family share.