Industry Testimonials



We are a dedicated wealth advisory team that specializes in providing comprehensive and customized solutions to high net worth individuals and their families, corporations and non-profit organizations.

Our investment approach to addressing your life needs is innovative and reliable. We guide you through a disciplined process that ultimately helps us provide you with a detailed road map designed to meet your financial goals and objectives - this provides you with additional confidence and complete peace of mind.

We believe that providing integrated, seamless wealth management solutions through a disciplined process is the best approach to ensuring you meet your long-term financial goals. This process allows us to work with you through the sensitive or challenging aspects of wealth management, helping you to make logical choices based upon sound advice rather than emotion.




'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.' (Nov 2016)
David T Parsons
Senior Wealth Advisor & Portfolio Manager
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.' (Nov 2016)
Melanie Segal, CIM
Senior Portfolio Manager & Senior Investment Advisor
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.' (Nov 2016)
Lawrence Ross 
Senior Portfolio Manager, Senior Wealth Advisor & Senior Investment Advisor
BMO Nesbitt Burns