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.


'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