Industry Testimonials

Paul was a guest speaker at the 2014 BMO Investment Advisor Chairman’s Club Conference in Edinburgh, Scotland; 2018 Managed Money Conference in Toronto; and at the 2016 BMO Women’s Investment Advisor Conference in Toronto to share his “Secrets to Success”.

6 key principles of my "Secrets to Success":
1. I built a team of experts
2. I created leverage
3. I implemented a process driven practice
4. I adapted to challenges and changes in the industry
5. I maintain my energy and motivation
6. I strive for balance in my life



'Paul did such a fantastic job today. Thank you so much for sharing your wisdom and experience today with our Women IAs. I have already had lots of feedback and the resounding sentiment was you were outstanding!!! I sincerely appreciate the time you took away from your practice to help someone else.'
Charyl Galpin
Head Private Client Division
BMO Nesbitt Burns

'Paul was brilliant!!! I am so impressed by him, the effort he made to design a meaningful commentary about his business. I am also proud of him and appreciate his collaboration and business acumen. Paul represents us well.'
Julie Burnham Ward
Sr. Advisor Communications & IA Experience
BMO Nesbitt Burns

'Wow! Paul, that was one of the best Investment Advisor presentations I have seen. Thanks for putting in the effort, and for sharing your wisdom and best practices.'
David T Parsons
Managing Director, Branch Manager
Member of the President's Council
BMO Nesbitt Burns

'I thought that Paul spoke very well and that he was honest about the route to becoming successful. Paul is a leader at the firm. This should bring comfort to your current and future clients.'
Melanie Segal, CIM
Senior Vice President and Portfolio Manager
Member of the Chairman’s Council
BMO Nesbitt Burns

'Paul is a veteran advisor in the industry, who leads by example and is always willing to share ideas and counsel others.  He has a unique ability to cut through the noise in order to address the important issues.  He has a well-earned reputation of delivering a professional, consistent and high quality experience to his clientele.'
Lawrence Ross
Vice-President, Wealth Advisor
Portfolio Manager
Member of the Chairman’s Council
BMO Nesbitt Burns