Paul graduated from the University of Western Ontario with a B.A., McMaster University with a B.A. (Hons.), and the University of Saskatchewan with an M.B.A. Paul’s investment philosophy has been derived from his industry tenure. It is straight forward and easy for anyone to comprehend.

Paul's investment industry career began in July of 1987 and became industry registered as an Investment Advisor in October of that year. The experience of severe market turbulence so early in Paul's career provided the foundation of his investment discipline.

Integrity and honesty represent the two personality traits that have been held in the highest regard throughout Paul’s career. They represent the cornerstone of how Paul does his job. This is evidenced by the continuance of twenty five plus year client relationships.

As a Certified Financial Planner professional, Ian brings expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement. Ian works closely with Paul to develop financial plans and implement wealth management strategies.

Ian has been in the wealth management industry for over 10 years. During this time, he has worked with affluent families, retirees, trusts, corporations and professionals to help them reach their personal and financial goals.