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Paul has been in the Financial Service Industry since 1993 and prior to that he served in Canada’s Armed Forces.
An alumnus of the University of Ottawa, Paul has also 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 (formerly Money Concepts). He opened the Chilliwack Office in 1994. Since that time, the office has grown to 5 advisors, 5 support staff, and serves over 1000 clients in Chilliwack and the surrounding area.
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 that he provides.
Paul has a vast working knowledge in many areas of Financial Planning, from cash flow management 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 also strongly believes that preservation of capital is paramount, and manages assets according to this belief. Paul strives to complete a Financial Needs Analysis (retirement cash flow) for each client.
In his free time, Paul enjoys spending time with his wife Jana and their two boys. Much of their free time is dedicated to hockey in the winter months. Paul also enjoys skiing with the family, playing bass guitar in his band 'Stolen Property' and travelling to far off places.