WEALTH MANAGEMENT

With over 30 years of portfolio management experience, Paul provides expert wealth planning and investment solutions to a variety of clients. Paul is committed to helping clients satisfy their most sophisticated investment needs by taking a personal approach; building relationships based on trust, integrity, and exceptional client service. Whether you're looking for personal wealth management for yourself, your family, or your business, you can depend on Paul to help you achieve your goals as they evolve through each stage of life... Helping you achieve your financial objectives starts with understanding your needs. Using a personal approach to discover the needs of each client is fundamental, as financial well-being extends beyond portfolio performance itself. Paul works with clients to determine specialized wealth planning strategies that simplify the most complex financial objectives and establish the best path forward to achieve them... Retirees requiring innovative strategies to..

Primary location: Halifax