Working With Us

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

  1. First, we listen to and understand your needs. Before making recommendations, we need a clear picture of your vision and objectives for the future, the level of commitment you have to these goals, and the things that weigh on your mind. 
  2. Next, we ask you to prioritize your short- and long-term needs as you see them and, together, we will document the resources you currently have at your disposal. 
  3. We then present concepts to assist you in understanding how, together, we can bridge the gap between where you are now and where you would like to be. 
  4. We develop short-and long-term strategies to put you on track to achieving your goals and have you commit to the strategies that we feel will best meet your needs. 
  5. Together, we reach a consensus on specific solutions under each strategy, which will ultimately involve allocating ongoing financial and human resources. 
  6. Next, we implement the agreed-upon plan and will continue to regularly monitor the entire plan and evaluate its progress to ensure that you are on target to meeting your individual goals. 
  7. We check in with you every three months to report on your progress and get updated on any changes that may have occurred in your life or priorities.