Alliston, ON born Paul Whelan has been in the financial industry for over 25 years. He has a solid background in investment management which he acquired from working alongside a well-known Canadian Portfolio Manager. He then refined his research skills during his time at a Canadian private bank.

Paul has been a Portfolio Manager for ten years and was one of the few who anticipated the 2008-2009 financial melt-down. Paul holds the Chartered Financial Analyst (CFA) designation and MA degree in Economics.

Paul prefers individual stocks and bonds, based on a long-term investment philosophy. Furthermore, he believes one should follow Warren Buffett's buy and hold strategy, owning well-run companies that make sense and thus help investors achieve their investment goals.