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My goal as your Investment Advisor is to provide straightforward advice and solutions to your financial needs.

Investing is a dynamic process. In today's financial markets, nothing is static and there is no reason to expect the pace of change to slow down. Similarly, your investment needs will change over your lifetime. In order to attain your financial goals, you need to know where you are today, where you want to go, how you are going to get there and what you are prepared to do. My process starts with a review of your current financial position and an analysis of your investment, retirement and estate planning issues. When this review is complete, I am in a position to prioritize your objectives and discuss risk tolerance. Only when these preliminary steps are complete, can I make recommendations and take action. Your plan should be reviewed regularly in order to ensure that it remains appropriate to your needs as they change over time. I have found that regular and open dialogue with my clients is beneficial in this regard.


Biography


Paul joined BMO Nesbitt Burns in November 2001. His 15 years of investment management experience, together with previous experience as a Financial Analyst and a Management Consultant gives Paul the well-rounded base of knowledge required to perform his services as an Investment Advisor.

Paul is a graduate of the University of Western Ontario and the University of Windsor. He is a CFA® charterholder and holds the title Canadian Investment Manager. He also holds the title Fellow of the Canadian Securities Institute.

Paul and his wife live in Carlisle. Paul is an accomplished musician, races his shifter kart at Mosport International Raceway and has been awarded the rank of 2nd Kyu (Blue Belt) in accordance with the requirements set forth by the United Shotokan Karate-Do.


Sonia has been with BMO Nesbitt Burns for 15 years and has worked with Paul for the last 9 years. As an Associate Investment Advisor, Sonia is responsible for the administrative needs of the clients which includes executing security transactions, providing updates and booking client meetings. Sonia is licensed to execute Options and Derivatives in addition to regular trading.


Jeffrey has 22 years of financial services industry experience and joined BMO Nesbitt Burns Financial Services in 1997. As a specialist in insurance and estate planning, Jeffrey focuses on providing clients with insurance solutions to help reduce tax for their current and future needs.



The Chartered Financial Analyst (CFA®) Program is a globally recognized standard for measuring the competence and integrity of financial analysts. Three levels of examination measure a candidate's ability to apply the fundamental knowledge of investment principles at a professional level. The CFA exam is administered annually in more than 70 nations worldwide.

CFA is trademark owned by the Association for Investment Management and Research.



Representing individual integrity and unrivalled professionalism, the designation Fellow of the Canadian Securities Institute (FCSI)® is reserved for financial services professionals who have met the most exacting standards for industry experience, advanced education and solid endorsement from their peers and superiors.

The FCSI designation is awarded to industry professionals whose superior training and experience exemplify excellence. It is recognized as the highest honor in the financial services industry.

®Registered Trademark of Canadian Securities Institute.




 

1All insurance products and advice are offered through BMO Nesbitt Burns Financial Services Inc. by licensed life insurance agents, and, in Quebec, by financial security advisors.