What our clients say about us …

'Paul, you and your team have provided myself and my husband with solid financial advice, outstanding knowledgeable and courteous service, and have made us feel welcome a part of your client family over the last decade or so. Your names have become known to my now adult children as the people to call if they need anything with respect to their investments. Your own emails and your personal contact has been truly valued and appreciated. Continued success to you and to your team members. Keep up the good work!'

—Elaine G.


'I have confidence in Paul and I now have less stress about money management issues. Not having to do my own research gives me more time to enjoy life.'

—Francis M.


"My sincere thanks for all of the efforts to-date that showcase all that you and your team represent with respect to professional and mutual beneficial goals and objectives. It is with confidence that I have made the recent decision to join BMO Nesbitt Burns and your team have shown that I have made a wise choice. I will raise a glass in a toast to what I believe we can accomplish together."

—Jodi M.


'I enjoy Paul's overall investing approach of what to buy, when to sell, and the reasons why to buy or sell. I enjoy that I have more time to myself because now I do not have to spend time managing my portfolio.'

—Thomas G.


'Paul accomplished my original goals and performance objectives as indicated by financial planning report given at the start of our relationship.'

—Juris K.


'The counsel and planning from Paul and his team have paid off very well for myself and my family. He is always my first financial point of contact. I recommend his services without hesitation.'

—Joshua R.


'The past 15 years with Paul has been very beneficial financially. He has been very diligent in managing my portfolio and advancing my interests, and communicates regularly with me. I feel very fortunate to have found Paul, whom I can trust and rely on.'

—Tracy S.


'Paul is a person of high integrity and professionalism. He not only provides outstanding financial advice, but is often the first place I turn for advice on other life decisions I face. Working with Paul and his team has been great.'

—Kerry-Anne G.