Senior Wealth Advisor
Paul has been in the financial services industry since 1987 and at BMO Nesbitt Burns since 1995. In that time he has been successful at preserving wealth and developing strong, risk controlled portfolio strategies. Paul’s dedication and commitment to excellence has enabled him to develop and maintain very loyal client relationships.
“My approach to managing wealth is to empower my clients by continuously educating them about the specific issues that may impact their financial future. The goal is that, over time, our relationship evolves towards more of a partnership because they are aware of my efforts on their behalf, able to assess my performance and ultimately recognise the value that our relationship provides them.”
Associate Investment Advisor
Alex started his career in the Financial Services industry in 2015, following graduation from the Financial Planning program at Mohawk College. Since then, he has continued his education by pursuing multiple industry qualifications, as well as a master’s program in Risk Management.
Alex works closely with Paul throughout the wealth planning process; he facilitates and coordinates the creation of financial plans and its subsequent client-specific solution. He offers proactive client service while also having the expertise to address investment-related questions. It is important to Alex to have a positive and measurable impact in the lives of clients and ensure wealth management is a multi-generational family affair.