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Paul has been in the Financial Services Industry since 1993. An alumnus of the University of Ottawa, Paul has attained both the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Registered Health Underwriter (RHU) designations. These are the top industry designations which show a commitment to excellence and lifelong learning in the profession of Financial Planning.
Paul is one of the Founding Partners of NextLevel Financial. He opened the Chilliwack office in 1994. Since that time, the office has grown to 4 advisors, 5 support staff, and serves over 1000 clients in Chilliwack, the surrounding area and even across Canada.
Paul has a vast working knowledge in many areas of Financial Planning, from cash flow management to retirement planning to estate planning. He has a special interest in wealth creation strategies, many of which have a tax reduction component, since most people pay far more tax than necessary. He manages money primarily through a Model Portfolio approach that he creates and oversees. This has helped his clients achieve very solid returns with a controllable level of risk. His practice revolves around developing a solid long-term working relationship with his clients. He achieves this through scheduled face to face review meetings, excellent communication, and service from his staff. Almost 100% of Paul's business comes from referrals. This is a testament to the quality of service and advice he provides.
In Paul's spare time, he enjoys travelling, spending time at his lake house in Shuswap, and playing bass guitar (A highlight was playing on the main stage of Rockin River Fest in Merritt in 2017 before Toby Keith!). He's been married to his wife, Jana, for 23 years and has 2 sons, 2 cats and a beloved dog.