What He Does
Paul works closely with you to clarify your financial life. Through a comprehensive discussion with you, and then a collaborative analysis with experts, he explores your unique circumstances and provides you with solutions to build wealth, protect your lifestyle and leave a lasting legacy. Paul works with you, considering the challenges of building and preserving your nest egg in today’s increasingly complex marketplace.
Paul, along with the resources of the BMO Nesbitt Burns Wealth Group, can refer you to an extended team of experts, including accountants, lawyers, insurance professionals and tax and estate specialists. As your needs evolve over time, we continue to monitor your plan and identify any opportunities that may arise as a result of changes in your circumstances. His commitment is to support the achievement of the goals you envision for you and your family’s future.
Who He Does It For
Paul's clients come to him for various reasons, but more often than not, they come to him seeking clarity. Most of the issues involve some kind of significant change in their lives. For example, they may want to take a more active or passive role in their investment decision-making; they may be coping with an inheritance or a divorce along with all of the issues related to it; they may be selling a family business and winding down for retirement; or quite simply, they may enjoy the comfort of having professionals guide them through a challenging process.
Why Clients Do Business With Him
Paul believes that his commitment to his clients is second to none. Paul's professional knowledge and detailed process is complimented with empathy and understanding, resulting in long-standing trusted relationships with his clients. Paul is not satisfied until he has met the highest standards of wealth advisory service because his clients trust him not only with their own wealth management needs, but also those of their families and close friends.