With over 30 years of experience in the financial services industry, Paula brings deep knowledge, seasoned insight and a client-first approach to every relationship. As a trusted financial advisor, she specializes in retirement forecasting and wealth management serving individuals, families and business owners. Over the course of her career, Paula has guided clients through all market cycles and life's transitions - always with a focus on long-term financial health and personal wellbeing. Paula takes pride in simplifying complex financial concepts and building strategies tailored to each client's unique goals. When not advising clients, Paula enjoys spending time with her family, as well as keeping fit through her love of running and cycling.
Published content areas
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Financial AdvisorValue of AdviceProspective Client QuestionnaireCommunity Connection
Evidence-backed planning topics
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Financial Advisor
With over 30 years of experience in the financial services industry, Paula brings deep knowledge, seasoned insight and a client-first approach to every relationship. As a trusted financial advisor, she specializes in retirement forecasting and wealth management serving individuals, families and business owners. Over the course of her career, Paula has guided clients through all market cycles and life's transitions - always with a focus on long-term financial health and personal wellbeing. Paula takes pride in simplifying complex financial concepts and building strategies tailored to each client's unique goals. When not advising clients, Paula enjoys spending time with her family, as well as keeping fit through her love of running and cycling.
Canadians with financial advisors are more confident about their future. Many Canadians find that they lack the financial knowledge, or the time required, to research all the options available to them to make important financial decisions. Those without financial and investment advice may find themselves ill-prepared for some of the most important financial decisions they will encounter in their lifetimes. Advised Canadians are shown to have substantially higher amounts of investable assets than non-advised Canadians, in both registered and non-registered forms and across all levels of income and age groups. To learn more, take a look at The Investment Funds Institute of Canada's The Value of Advice Report.
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