Senior Vice President, Managing Director, Sr. Wealth Advisor
Tel: (416) 359-6043
Fax (416) 359-7144
Paul is a Senior Vice President and Managing Director with over 35 years of Wealth Management experience at BMO Nesbitt Burns. He has continually been named a member of the prestigious Chairman’s and President’s Councils – recognition of superior performance and client service.
As the leader of Paul Hartford Wealth Management, he and his team work closely with their clients to create customized wealth management plans specifically tailored to each individual’s needs and values.
Throughout his career, Paul has expertly navigated his clients through some of the most dramatic incidents in market investing, including: Black Monday in October 1987, the Far East crisis of the 90’s, the Dot-com bubble and most recently, the financial crisis of 2008. As a result of his confident approach and proven experience, Paul has a significant number of long-term clients whom he has helped easily transition from employment to retirement. He is also increasingly advising many second and third-generation families.
A strong believer in continually upgrading his skills, Paul attained the highly regarded FCSI industry designation very early in his career. He has also obtained the Professional Financial Planner (PFP®) designation and is a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc. As a Portfolio Manager, Paul can create a portfolio designed to promote your best interests every steps of the way.
Paul is able to provide investment advice to US residents and corporations in order to service a growing US client base.
Happily married to Trish, with two sons and a daughter, Paul is also an avid golfer, wine collector and pilot.