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
'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.' (June 2024) 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.' (June 2024) Lawrence Ross Senior Portfolio Manager, Senior Wealth Advisor & Senior Investment Advisor BMO Nesbitt Burns