Senior Executive Financial Consultant , Investors Group Financial Services Inc.
Successful financial planning involves careful evaluation of wealth accumulation and preservation, tax, estate, continuation and succession planning strategies. Since 1989, working with one of Canada’s largest financial services companies, Paul brings a wealth of knowledge and experience to families, business owners, retirees and professionals. He has designed and implemented hundreds of retirement plans for his clients. Paul understands farmers’ needs having been raised on an egg farming business in Alexandria.
Paul works with numerous farm owners and provides the right advice at the right time to create a tailored financial plan that includes advice on business structures. With a dedicated team, he oversees more than $230 million in client assets.