As an industry veteran with more than 25 years in the financial services industry, Paul brings a wealth of experience and a deep understanding of complex tax issues to his clients. He is a highly specialized financial professional who excels in helping incorporated professionals optimize their tax savings by leveraging the benefits offered by professional corporations.

His professional qualifications are extensive and include certifications such as Certified Financial Planner (CFP), Canadian Investment Manager (CIM), Financial Management Advisor (FMA), and Fellow of the Canadian Securities Institute (FCSI).

Paul offers comprehensive reviews of existing professional corporation investments and provides valuable insights and practical recommendations to optimize tax efficiency. By capitalizing on these suggestions, clients can effectively reduce their taxes while optimizing their investment returns.

Paul’s experience as a Senior Financial Consultant and Branch Manager at MD Management for over 6 years has uniquely positioned him to understand the specific needs of professionals within the medical community. This specialized experience enables Paul to offer tailored strategies and solutions to medical professionals, assisting them in achieving their long-term financial goals while navigating the intricacies of their unique financial circumstances.

Outside of the office, Paul and his wife Jane enjoy travelling, keeping active and spending time with family.