Our Team

Paul has over 30 years of experience in advising affluent clients across the GTA and other parts of Southern Ontario. He delivers investment management and complete wealth planning services that include estate and tax minimization strategies. Paul is very proud of the fact that he has developed long-lasting relationships with his clients. He still serves most of his original clients and their families.
 
Paul earned two degrees from McMaster University: a Bachelor of Engineering and a Bachelor of Business Management. He has completed all the courses required of his profession and is very committed to ongoing education.
 
After considerable due diligence, Paul joined BMO Nesbitt Burns in 2012. He had been searching for a full-service investment management and financial planning firm. Paul realized that high net worth clients were searching for professional advisors who are able to provide comprehensive planning, and a full suite of investment products and services.The reputation of the firm was also very important. After managing an office and supervising other advisors who were providing mutual fund solutions, Paul realized his real love was working directly with clients to help them plan to and achieve their goals.
 
Over the course of his career Paul has been an Investment Advisor, Financial Planner, Mutual Funds Advisor and Branch Manager. He has experience in all areas of the wealth management field. He is very confident to serve his clients using the tremendous resources and capabilities of the BMO Nesbitt Burns investment platform.  
 
Married with four children, Paul is a devoted family man and tries to spend as much time as possible with his wife and kids. One of his hobbies is collecting well-engineered automobiles, and he has acquired a few with discernment over the years. His interest focuses on the engineering and sheer driving enjoyment that comes from owning these cars and discussing advances in automotive technology with his car buff friends. Paul is also very active – he enjoys hiking, cycling, and playing soccer. He was the coach for his son’s soccer team for several years until his son reached a highly competitive level. Animals are another of Paul’s great loves.