As a Senior Financial Advisor and Branch Owner at Assante Financial Management Ltd., Paul is responsible for recommending and implementing wealth management solutions for individuals, families and businesses. Born and raised in Peterborough, Ontario, Paul has provided financial services to the community and surrounding area for over 27 years. His work involves investment consultation, tax and estate planning, risk management, and life insurance. Paul holds a Bachelor of Science degree from Trent University (1985). Beginning his career in the financial services industry in 1986 he has be recognized by Manulife Financial and Canada Life Assurance Company several times for his achievements. Paul was also accredited with the Certified Financial Planners designation (2002) by the Financial Planning Standards Council, a national not-for-profit organization that develops, promotes and enforces professional and ethical standards. In 2011, Paul earned a certificate as a Certified Divorce Financial Analyst. Paul is also a proud father of two wonderful daughters.
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Senior Financial AdvisorMaking your Financial Goals and Dreams a Reality
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Senior Financial Advisor
As a Senior Financial Advisor and Branch Owner at Assante Financial Management Ltd., Paul is responsible for recommending and implementing wealth management solutions for individuals, families and businesses. Born and raised in Peterborough, Ontario, Paul has provided financial services to the community and surrounding area for over 27 years. His work involves investment consultation, tax and estate planning, risk management, and life insurance. Paul holds a Bachelor of Science degree from Trent University (1985). Beginning his career in the financial services industry in 1986 he has be recognized by Manulife Financial and Canada Life Assurance Company several times for his achievements. Paul was also accredited with the Certified Financial Planners designation (2002) by the Financial Planning Standards Council, a national not-for-profit organization that develops, promotes and enforces professional and ethical standards. In 2011, Paul earned a certificate as a Certified Divorce Financial Analyst. Paul is also a proud father of two wonderful daughters.
At Assante, we simplify your finances by offering the tools and resources necessary to make your dreams a reality - all in one place. As your main source for all of your wealth needs, I can help you make the right decisions. Through a personalized, comprehensive approach to wealth management, Assante provides access to a broad range of services and solutions supported by an in-house network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants. As your advisor, I pull all the pieces together to provide you with the big picture – an overall perspective that integrates everything. Together, we build a plan tailored specifically to your financial goals and dreams and guide you along the way to ensure it all becomes the future you have always imagined. Discover the Assante difference. A complete list of our financial planning services include: Private Wealth Planning - Retirement Planning - Tax and Estate Planning - Cashflow and Mortgage consultation - Registered investments including RRSP's, TFSA's, RESP's, RDSP's. RRIF's, LIRA's and LIF's - Non registered investments - Life insurance - Disability insurance - Critical illness insurance - Group benefits - Group RRSP's and TFSA's - Mutual funds, Segregated mutual funds, annuities, GIC's and Managed money solutions Insurance products and services are provided through Assante Estate and Insurance Services Inc.
