Paul brings over 25 years of investment management, tax, and estate planning experience to affluent professionals and business owners. He earned his Bachelor of Arts in Economics from McGill University and his MBA from Dalhousie University. Paul has obtained his Chartered Investment Manager (CIM®) and options license designations.
His portfolio recommendations are ideally suited for accounts $250,000+. In his spare time, he loves spending time with his family and to cycle road, trail and mountain bikes.
Investment Advisor Assistant
Sheila joined the team as of September 2018 as an Administrative Assistant. She is a graduate of Acadia University with a Bachelor of Business Administration Degree where she majored in finance. After completing her degree, she came back to Halifax where she worked for CIBC working directly with clients on the frontline in the banking industry. She plans on pursuing further education to expand her skills in the Wealth Management sector. Sheila assists Paul by providing continuing support and the highest level of client service.