Taking a team-based approach
At Paul Hartford Wealth Management, each of our team members has a different background and focus, and we collaborate to share our full complement of skills and viewpoints. Paul has always focused on advising private clients, Kevan has a highly analytical and institutional background, and Bevis has strong institutional and capital markets experience. Combined, the team provides exceptional insight, service, and risk management to clients.
Quarterbacking all your financial needs
We use a process-driven approach to thoroughly understand your specific goals, preferences and unique circumstances, so our services are highly customized to meet your unique needs. We take on the role of your family’s personal CFO by integrating and managing all of your investments, retirement, insurance, tax, and estate planning needs. You can have peace of mind knowing that your every financial aspect is being addressed.
Decoding the financial world
Today’s abundance of financial products and services can be confusing, often causing people to make poor choices. We take pride in simplifying the wealth planning process for you, giving you the assurance and comfort that come from understanding (a) what you own and why, (b) how careful wealth planning can contribute to your net worth, and (c) that your current and desired future lifestyle are being protected.
Offering breadth and depth of resources and advice
We are supported by one of Canada’s leading investment firms, BMO Nesbitt Burns. With origins in 1912, the firm has been committed to helping clients meet their financial objectives and goals with the highest standards. As a member of BMO Financial Group, one of the largest financial services providers in North America, we have the resources to provide our clients stability with the whole spectrum of wealth management solutions and services.
Following a proven, structured process