885 West Georgia St.
Mission statement: To be the best in the eyes of my clients, their family and their legacy, and to be a valuable resource to them so that they can preserve their wealth
Because your life is always changing, my job is to change with it. My goal is to help you live your best and biggest possible life, no matter what stage you are at.
I am Paul Brum. I am an industry veteran, a family man and a voracious consumer of life and all cultures. I am committed to the enduring values of integrity, accountability, innovation and social responsibility. With the myriad of investment services available, these values are more important than ever.
Growth, whether financial or personal can only be relevant if preserved and obtained responsibly. By listening to your concerns and providing the best service, I can assist in educating and helping you manage your assets in the best way possible.
Having been a financial professional for over a decade, I have come to appreciate simple wealth management solutions using personalized strategic planning. More often than not, simple solutions provide more benefits than complicated ones. Because let's face it, life is complicated enough.