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Paul is a graduate of the Univerity of Ottawa and a seasoned professional in the Financial Services Industry since 1993. He holds prestigious designations such as Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Registered Health Underwriter (RHU). As one of the Founding Partners of NextLevel Financial, Paul has steered the growth of the office he opened in 1994 to serve clients across Canada with 4 advisors, 5 support staff, and a client base exceeding 1000.
His extensive expertise in Financial Planning encompasses areas of cash flow management, retirement planning, and estate planning. Paul has a particular focus on wealth creation strategies with tax reduction components, recognizing the significance of optimizing tax efficiency for his clients. Employing a Model Portfolio approach, he oversees investments, delivering solid returns with a controlled level of risk. Paul's commitment to long-term client relationships is evident through scheduled face-to-face reviews, excellent communication, and dedicated service from his staff. Remarkably, almost 100% of his business stems from referrals, a testament to the quality of service and advice he provides.
Outside of his financial endeavors, Paul finds joy in traveling, playing bass guitar, participating in Duplicate Bridge, and cherishing time with his family. Married to Jana for 28 years, he has two sons, a beloved dog, and granddaughter Jemma, adding an extra layer of joy to his family life.
